Nicole Mosley

Meet Nicole

Nicole is a Wealth Advisor based in Dallas, Texas. She joined Mercer Advisors in 2018 after spending more than a decade as a teacher and bookkeeper. She holds a B.S. degree in economics and finance from the University of Texas at Dallas, and is also a CERTIFIED FINANCIAL PLANNER® professional.

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:

Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
Life changes after the loss of a spouse, from estate transitions to long-term planning
Complexities of inherited wealth, from taxes to legacy
Clients who care for dependents with special needs, with strategies for care, security, and legacy
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

Her working style

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.