Nicole Mosley

Wealth Advisor

Nicole Mosley

CFP®, CDFA®, CSLA

nmosley@merceradvisors.com

877.799.4647

Nicole strongly enjoys helping clients feel empowered on their path to financial freedom. She’s a passionate advocate for financial literacy and believes that everyone should have access to the information and resources they need for making sound financial decisions. She joined Mercer Advisors in 2018 as part of our Dallas team. Nicole has a bachelor’s degree in economics and finance from the University of Texas at Dallas. She’s also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® professional. When not actively putting together financial puzzle pieces, Nicole enjoys traveling, reading, and the 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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