Nikki Phelan
Investment Advisor & Owner at Concierge Financial Advisor LLC
- Role
- Investment Advisor at Concierge Financial Advisor
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Nikki Phelan
Before Concierge Financial Advisor, Nikki worked for another Registered Investment…
Experience
Investment Advisor
Mar 2021 — Present · Tampa, FL, US
Bob and Nikki Phelan are excited to announce our company, Concierge Financial Advisor LLC. In early 2021, we transitioned the family fund that Bob had been managing for the last 25 years into an investment advisory firm. Concierge Financial Advisor LLC has been operating and growing for over a year and is now accepting new clients. Our strategies are designed to manage investments for families and high-net-worth individuals. We utilize strategic and tactical investment plans with active risk management to meet your individual needs. We have the ability, expertise, and experience to bolster your portfolio with customized individual stock holdings, hedging strategies, or option strategies for qualified clients seeking incremental revenue and additional market risk protection in uncertain business cycles. As fiduciaries, we always put our clients’ interests first. Your money will be invested using the same analytical tools and portfolio selection process we use to invest and grow our assets. If you want to learn more about what we’re doing, we’d be happy to chat with you.
Education
Rollins College
Bachelor's degree, Business Administration and Management
2017 — 2019
Iona University
Accounting and Finance
2016 — 2017
Éklore Éducation
Business Administration and Management, General
2018 — 2018
University of Pittsburgh
Pre-Medicine/Pre-Medical Studies
2014 — 2015
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