Nicole Jones

Nicole is a Wealth Advisor with over seven years of experience in financial services. She worked for an investment and pension product provider in the United Kingdom, managing a portfolio of advisers and their clients in the greater London region. She established a solid foundation in the areas of UK financial services, regulation, and ethics before delving into financial services on this side of the pond.

Originally a Client Relationship Manager on our team, Nicole’s steadfast dedication to learning and growing in her abilities led her to pursue a CERTIFIED FINANCIAL PLANNER^TM designation and earn a promotion to Associate Wealth Advisor.

Outside of work, native San Franciscan Nicole enjoys exploring the Pacific Northwest with her husband. Together, they enjoy road trips, a variety of outdoor activities (hiking, camping, snowboarding and more) and exploring new and different places in the US and abroad.