Nicole joined Crestwood in 2021 and serves as a Client Advisor.
Nicole is responsible for relationship management and the financial planning needs of clients as a member of the wealth management team. Nicole strives to integrate financial planning techniques with each client’s overall wealth objectives to develop customized solutions that help each client achieve their unique goals. By working proactively with clients on a daily basis, she ensures continued support for each client through all aspects of their financial lives.
Nicole graduated cum laude from Connecticut College with a B.A. in Economics and minors in Statistics and Psychology. She was a member of the women’s soccer team and served on the Economic Student Advisory Board. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional.
Nicole currently resides in Boston’s North End and volunteers for Back on My Feet in the Boston Commons. While not in the office, Nicole enjoys long distance running, hiking, spending time with friends, and visiting family in Maine.