Nicole Gobel,
CPA

Client Advisor

Nicole began her professional career at Bloomberg L.P. in New York and spent seven years primarily in the Mid Atlantic region handling their professional software sales and training working with a variety of clients including banks, corporations, broker-dealers, and RIAs. She was later hired to handle business development for a hedge fund and also took on the role of an equity analyst when called upon. Nicole joined Traust Sollus Wealth Management, now Mercer Advisors, in March of 2009 as she was intrigued by the idea that wealth management services could be integrated with tax planning and wanted to use her knowledge to work with individual clients rather than companies. She completed her Masters in Accounting at Fairleigh Dickinson University as well as her Certified Public Accounting (CPA) designation in 2014. Nicole is also a member of the Financial Planning Association and interested in promoting financial literacy especially through various women’s groups. She has a Bachelor’s of Science in Business Administration and minor in Economics from The College of New Jersey.

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