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Nicole, CERTIFIED FINANCIAL PLANNER™ is a Vice President at AJ Wealth. Nicole brings over 10 years of experience in the financial services industry as part of teams with Merrill Lynch’s Private Banking & Investment Group and Wells Fargo Advisors. Nicole works closely with Andrew and Justyn to provide financial counseling and guidance to clients of AJ Wealth by simplifying complex financial situations, and bringing organization to their financial lives. A native of New Hampshire, Nicole received her undergraduate degree in finance from Bentley University in Waltham, Massachusetts and moved to New York in 2012. Nicole holds FINRA Series 66 and her New York State Life, Accident and Health Insurance Licenses.