Assistant Vice President Wealth Management 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. She has also been a registered representative and investment advisor for Infinex Investments. In her role at Plimoth Investment Advisors, Nicole is the day-to-day contact for her clients, assisting them with their financial 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 on the Board 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 two children. When she isn’t busy chasing her kids around, Nicole enjoys hiking, visiting local breweries and vineyards and cheering on her favorite sports teams.