PEOPLE-FIRST. QUIETLY DETERMINED. RELENTLESSLY CURIOUS. STUDENT OF HUMAN BEHAVIOR. KNITTER. LIVE MUSIC LOVER. MOM.
Nicole Ferguson is an Associate Wealth Advisor at Coastal Bridge Advisors, based in the firm’s Milford, Connecticut office. She has more than ten years of experience in the financial services industry and supports clients and lead advisors throughout the financial planning process.
Nicole’s background includes experience in both traditional brokerage firms and independent advisory environments. She previously held her Series 7, 63, 9, and 10 licenses and currently holds the Series 65. She is a CFP® candidate and continues to pursue professional education relevant to her role. Her work focuses on assisting clients with understanding financial concepts and considerations as they relate to their individual circumstances.
Prior to joining Coastal Bridge Advisors in 2023, Nicole worked at Tucker Anthony Sutro and Salomon Smith Barney, where she gained experience within a large brokerage setting. Her transition to an independent registered investment advisory firm reflects a deliberate shift toward a fiduciary model that aligns with her values and her belief in objective, client-centered planning. She earned her Bachelor of Science in Business Administration and Finance from the University of Connecticut and brings both discipline and creativity to every client relationship.