Nicolette joined Adviser Investments as a client service associate in 2017. She manages clients’ day-to-day needs and requests, working closely with portfolio executives and our custodians to provide efficient processing of transactions, transfers, account onboarding and more. In addition, she helps manage relationships for our Wealth Advisory Solutions clients with Fidelity. Nicolette moved to Boston, MA after graduating from Framingham State University with a B.A. in sociology. In her free time, she loves to golf, travel, spend time with family and friends, and volunteers with Boston Cares.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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