Nicole is a Wealth Advisor at Traust Sollus Wealth Management.
Her wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
Previously, she was with the money management firm Time Partners, LLC where she served as Vice President, business development and an equity analyst. Earlier, she worked for seven years at Bloomberg LP in various sales and customer relationship management positions.
Nicole holds a BS in Business Administration and a minor in Economics from the College of New Jersey.