Nicole is a Private Client Advisor who meets with clients remotely and in the Providence, RI office. Working closely with our investment advisors, she helps clients navigate their complex financial lives. Nicole uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors, and other professionals.
She brings over a decade of combined experience across finance and financial planning, drawing on roles in real estate investment banking, private equity, consulting, and commercial lending. Her previous positions include roles at Four Ponds Financial Planning, Brookwood Financial Partners, Cushman & Wakefield Sonnenblick Goldman, and BankBoston (later FleetBoston Financial). Earlier in her career, she worked at Deloitte & Touche, HarbourVest Partners, and a venture consulting firm advising startups.
Nicole passed the Series 65 Uniform Investment Adviser Law Examination in 2022 and was awarded the CERTIFIED FINANCIAL PLANNER® designation in 2025. Her diverse background informs her integrated approach to comprehensive financial planning and investment management.