,CFP®
Nicole is passionate about making financial advice accessible to everyone. She specializes in helping busy professionals make smart, educated financial decisions to build and preserve wealth for themselves and their families. Nicole strives to empower her clients to effectively prioritize their time to achieve their goals.
Nicole has almost 20 years of financial services experience. She re-joined Modera in 2023, following her time at the firm as a Financial Analyst in 2012. During that gap, Nicole was a valued member of UBS Financial Services’ Wealth Planning Americas team, where she was the lead financial planner in the NYC Metro and Southeast Regions. She also held specialist roles with Commonwealth Financial Network, Morgan Stanley, and Delaware Funds by Macquarie.
Nicole received a BSBA in marketing and economics from Villanova University and is a CERTIFIED FINANCIAL PLANNER® professional.
Nicole is an early bird who starts her day at 5 a.m. with an espresso and a fitness class. A fervent believer in the importance of financial literacy, Nicole is a staple at high school career fairs, educating students about careers in financial services and the value of saving early and often. She can also be found volunteering at her children’s schools or on the sidelines of their sporting events. She resides in Summit, NJ, with her family.
What sparked your interest in financial planning? What fuels you every day in your work?
I started my career working in an office for another Financial Advisor at the beginning of the Great Recession. I still recall the fear in the phone calls and conversations had in those early days not knowing what the next eighteen months would hold. Yes, the conversations were about the financial markets, economic instability and how to manage the risks but also about asset allocation, diversification and rebalancing. What I didn’t recognize until years later was the “magic” in the phone calls was also reminding the client of the financial plan and the work that was done in advance of those events to help weather the storm. The financial planning process helped the Advisors establish trusted relationships to help guide clients through those initial dark days and out the other side.
How do you feel you help to create impact for clients?
People say that I am a great communicator and very good at explaining complicated topics in simple ways that make sense to them. Topics surrounding money can be emotional. It can be challenging to make decisions or understand what options are available, especially when there are many details that seem so important, if one doesn’t know or understand how or why they fit into the picture. Being able to talk through a client’s goals and priorities in an open and transparent manner is helpful when trying to navigate a client’s options and explaining why certain decisions may make more sense for them.
What do you enjoy most about working at Modera?
I re-joined Modera after 10 years of working in other parts of the financial services world. A lot has changed in 10 years, but the Modera culture and family has not. It’s been nice to come back to a team that I think is made up of some of the smartest, kindest, and most genuine people in this business!
How do you do good in your community?
Financial literacy is foundational to becoming financially independent. It empowers someone to make informed choices, navigate financial landscapes and secure their future well-being. Nicole is a staple at a few annual career fairs for high school students educating about both careers in financial services and how it’s never too soon to set some money aside for a rainy day.
CERTIFIED FINANCIAL PLANNER®
Villanova University, Villanova School of Business
BSBA, Marketing & Finance
Cornerstone School of Summit, Summit Educational Foundation (SEF), Mount Saint Mary Academy Career Day
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