Nicole has been providing comprehensive and integrated wealth management services to high-net-worth clients for nearly 20 years. Prior to joining Mercer Advisors, she worked as the director of wealth services at Kingfisher Capital, helping to build a network of best-in-practice financial, trust and estate, tax, lending, and philanthropic services. Originally from New York City, Nicole started her career on Wall Street before migrating to Charlotte, North Carolina in 2007 to work in the boutique RIA space, serving clients with high-touch financial and investment advice. Nicole attended George Washington University in Washington, D.C. as well as State University of New York where she earned a B.A. in cultural anthropology, an interest that still resonates in Nicole’s penchant for traveling with her family in her time off.
Charlotte
201 South College St. Suite 2250 Charlotte, North Carolina 28244