"I help break down processes to their simplest parts for our clients, I make sure they don’t get caught up in the complexities of wealth management, and I commit that I will always work to help get things accomplished."
Support Advisor - Client Services
Nicole is Support Advisor – Client Services for Coastal Bridge Advisors, based in our Westport, CT office. She is responsible for supporting day-to-day client-related activities including account openings, distributions, wire transfers and developing reports while assisting the lead advisors in the delivery of exceptional service to our clients.
She says, “Each one of our clients has different needs, wants, challenges and goals, which means the service we provide must be unique to each client. I’ve also learned to bring our firm’s motto to life. To ‘Uncomplicate It’ means I help break down processes to their simplest parts for our clients. I make sure they don’t get slowed down by the complexities of wealth management, and I commit that I will always work to help get their paperwork, requested tasks and requests accomplished.”
With over seven years’ financial advisory experience with Salomon Smith Barney prior to joining the Coastal Bridge Advisors’ team in 2023, Nicole most recently worked with our current Founding Partners as Assistant Operations Manager and Registered Sales Associate. Prior to working with them, she worked with Tucker Anthony Sutro (before Royal Bank of Canada purchased this investment banking and brokerage firm) on branch accounts payable and receivables and cash flow analysis. Additionally, she logged security transactions and prepared performance reports. After working with these firms, Nicole took time out of her career to focus on raising two successful children and to volunteer for multiple local organizations.
She received her Bachelor of Science degree in Business Administration and Finance from the University of Connecticut and obtained her Series 9, 10 and 63 certifications during her tenure with Salomon Smith Barney and Tucker Anthony. Nicole remains an active member of the presentation and leadership development group, Toastmasters International. She currently resides with family in Ridgefield, CT. In her spare time, Nicole enjoys attending concerts, traveling, knitting as well as fitness and health.