Financial Planning Assistant
Nicole is the newest member of the Latitude Wealth Management team, joining in January 2020 as an Associate.
With over 7 years’ experience in financial services working for an investment and pension product provider in the United Kingdom, Nicole managed a portfolio of fiduciary advisers and their clients in the greater London region. Nicole established a solid foundation in the areas of UK financial services, regulation, and ethics, and is now hard at work learning the nuances of financial planning on this side of the pond.
Born and raised in San Francisco, Nicole has spent the last 15 years living and working in the United Kingdom and is looking forward to starting a new chapter of life in the Pacific Northwest with her husband. She loves road trips, a variety of outdoor activities (hiking, camping, snowboarding and more) and exploring new and different places in the US and abroad.
GETTING TO KNOW NICOLE
Place Nicole would most like to visit: Florence, Italy
If Nicole could meet anyone, past or present, it would be: Stephen Fry
Favorite book: Good Omens by Terry Pratchett and Neil Gaiman, The Idiot by Fyodor Dostoyevsky
Favorite TV show: Blacklist, Stranger Things
What motivates Nicole: Continuous learning and development