About Nicolette Speziale, FPQP™
Financial Paraplanner Qualified Professional™
Nicolette joined the team in October of 2011. With her strong organizational and data-management skills she serves an essential role in assisting with the development of clients’ financial plans. Nicolette works closely with clients to identify and quantify their individual goals and gather all information relevant to each client’s personal financial plan. With a comprehensive in-depth understanding of our wealth management system she assists clients with all aspects of the program.
Nicolette is also the Marketing Manager and as such is responsible for positioning the firm within the community. She manages marketing initiatives and actively introduces prospective clients through a variety of outlets.
A native of Ohio, she has lived in Asheville, NC since 2006. She holds a Bachelors of Arts degree in Psychology from Kent State University and has completed numerous continuing education courses focused on financial planning and regulatory compliance. In 2016, she attained her Registered ParaplannerSM designation from the College for Financial Planning.
Clients can contact Nicolette with questions about their financial plans or for assistance our Wealth Management System—including registering, connecting accounts, and managing their vaults.