15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Nicole is a highly driven and disciplined individual with a passion for principles and people. Her love of compliance and identifying problems coupled with her relationship building skills bring a unique dynamism to our organization. Nicole works closely with both our advisors and clients, providing service and expertise on the securities side of the business. She often takes the lead on many of the questions and issues that arise on a daily basis. She is also a key resource to WealthPlan’s newest advisors to help them transition their business to our platform.
Prior to joining WealthPlan, Nicole worked with an LPL OSJ in both Operations and Compliance. Prior to that, her background was in luxury retail environments. She earned a Culinary Degree from CPCC in 2014 and continued her studies as an intern in Positano, Italy on the Amalfi Coast where she worked in a 5-star hotel and restaurant. Nicole also graduated Summa Cum Laude from Wingate University with a double major in Human Services and Organizational Communication and Management. Nicole is a member of Phi Theta Kappa Honor Society and Alpha Chi National Honor Society. She is a former 1st Runner Up in the Mrs. North Carolina United States pageant system, where she boldly proclaimed her faith and her unwavering stance on controversial issues. Nicole also took 1st Runner Up in a Charlotte fitness competition in the fall of 2021.
As a member of the 5 am club, Nicole believes “an early riser will always soar higher”. Nicole is a committed writer and documents everything from the books she reads to the miles she runs. She is an avid fitness enthusiast, and as a result, Nicole has won many top place awards. Originally from Georgia, Nicole now resides in Lancaster, SC with her female cat, Jaimes, in an old Southern home she is enjoying renovating. Her three grown children were raised on the Bible, Old Hollywood movies, and fried okra. Nicole enjoys trail running, traveling, fashion, health and wellness, writing, devouring books, and all things Italian. She enthusiastically believes that it is entirely possible to bring fun, fashion, and fitness to finance.