Meet Nicole
Nicole is a Sr. Wealth Advisor based in Charlotte, North Carolina. Prior to joining Mercer Advisors in 2023, she worked as the Director of Wealth Services at Kingfisher Capital, helping to build a network of best-in-practice financial, trust and estate, tax, lending, and philanthropic services. Originally from New York City, Nicole started her career on Wall Street before migrating to Charlotte in 2007 to work in the boutique RIA space, serving clients with high-touch financial and investment advice. Nicole attended George Washington University in Washington, D.C. as well as State University of New York where she earned a B.A. degree in cultural anthropology.
Nicole’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nicole has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Nicole is known for solving problems and listening thoughtfully to her clients. She is very tenacious at helping ensure her clients can get the best possible service and results.
Nicole in real life
What keeps you busy outside of work?
I have a lust for travel.
What makes you tick?
Mentoring young women.
Why do you like working at Mercer Advisors?
I love having the full suite of wealth services at Mercer Advisors.
Meet Nicole’s Teammates
Alex Miles
Partner
What Nicole Says
Alex is a deep, strategic thinker and is always looking toward the end goal in a situation before building out the steps to get there.
HK Hallett
Sr. Wealth Advisor
What Nicole Says
H.K. cares deeply about client relationships and is a great listener. He always remains calm and composed even in stressful situations.
Ginny Starnes
Manager, Client Service
What Nicole Says
Ginny will stop at nothing to help a client in a pinch and has such vast institutional knowledge — she has seen it all!
Amy Boyd
Sr. Financial Planner
What Nicole Says
Amy is so detailed and thorough in financial planning, she often thinks about things that the client might not even know to consider.
Articles by Nicole
CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy
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Investing in Fine Art: A Guide on Risks, Returns, and How to Integrate Your Collection into Your Wealth Plan
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