About Nicolette Speziale, FPQP™
Financial Paraplanner Qualified Professional™
As operations manager, Nicolette is responsible for day-to-day operations and administration of ACT Advisors client service, financial planning, and marketing teams. Her areas of focus include enhancement of the clients’ experience, operational oversight, new business development, and implementation and improvement of workflows and technologies.
Nicolette joined ACT Advisors in 2011. She enjoys problem-solving and executing new systems and procedures to ensure clients and employees have the best experience possible. She is also on the financial planning team, where she works with advisors and clients to develop financial plans.
A native of Ohio, Nicolette graduated from Kent State University with a B.A. in Psychology. In 2016, she attained her Financial Paraplanner Qualified ProfessionalTM designation and is currently completing additional coursework through the College of Financial Planning. She lives in the beautiful mountains of rural Mars Hill where she enjoys the outdoors and tending her flock of chickens.
Clients can contact Nicolette with questions about their financial plans or for assistance with our wealth management system.