Assistant Vice President Investment Officer 508-591-6222 firstname.lastname@example.org
Nicole joined Plimoth Investment Advisors as an Investment Officer in 2017 as a
part of the Savings Institute Bank & Trust, Co. acquisition. She has over 10 years of
experience in the financial services industry. During her time at Savings Institute,
Nicole worked with clients in a trust administration capacity while maintaining her
FINRA Series 7 and 66 licenses, as well as a Connecticut Life Insurance and Variable
Annuities license. In her role at PIA, Nicole manages client portfolios according to
the appropriate asset allocation policies based on their unique investment needs.
Nicole earned her Bachelor of Science degree in economics and finance from
Bentley University and received her Master of Finance degree from Southern New
Hampshire University. She is a member of the Estate and Tax Planning Council of
Eastern, CT. Nicole is also a strong advocate for suicide prevention and mental
health awareness through her work with the Brian Dagle Foundation.
Nicole resides in Stonington, CT with her husband and daughter. When she isn’t
busy chasing her daughter around, Nicole enjoys hiking, visiting local breweries and
vineyards and cheering on her favorite sports teams.