Nicole Mosley

Wealth Advisor

Nicole Mosley

CFP®, CDFA®, CSLA

nmosley@merceradvisors.com

877.799.4647

Nicole is passionate about empowering clients so they can achieve their financial goals through comprehensive financial planning, estate planning, and tax planning. She is a strong advocate for financial literacy, believing that everyone should have access to the information and resources needed to make sound financial decisions.

Nicole joined Mercer Advisors in 2018. Prior, she spent more than a decade as a teacher and bookkeeper. She holds a bachelor’s degree in economics and finance from the University of Texas at Dallas, and is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst®.

When not actively putting together financial puzzle pieces, Nicole enjoys traveling, reading, and spending time outdoors.

Bartlesville

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

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Dallas – Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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Rockwall

1 Horizon Court
Suite A
Rockwall, Texas 75032

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