Bo Nicholson Email & Phone Number

Financial Planner, Partner @ Financial Resource Management @ Capital Investment Companies

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Bo Nicholson Location

Raleigh, NC, US

Bo Nicholson Work

2016 - now Financial Planner, Partner @ Financial Resource Management @ Capital Investment Companies
2012 - 2016 Financial Advisor @ Merrill Lynch
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Bo Nicholson Education

University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.)
2006 - 2010
NOLS
2008 - 2008

Bo Nicholson Skills

Retirement Plan Consulting
Health Insurance
Income Protection

Small Business Lending
Charitable Remainder Trusts
Life Insurance
Investment Management
Irrevocable Life Insurance Trusts
Mortgage Lending
College Education Planning

see less

Bo Nicholson Summary

Bo Nicholson, based in Raleigh, NC, US, is currently a Financial Planner, Partner @ Financial Resource Management at Capital Investment Companies. Bo Nicholson brings experience from previous roles at Merrill Lynch. Bo Nicholson holds a 2006 - 2010 Bachelor of Business Administration (B.B.A.) @ University of Georgia - Terry College of Business. With a robust skill set that includes Retirement Plan Consulting, Health Insurance, Income Protection, Small Business Lending, Charitable Remainder Trusts and more. Bo Nicholson has 2 emails and 1 mobile phone numbers on RocketReach.

Bo Nicholson Emails

Found 2 emails

Bo Nicholson Phone Numbers

Found 2 phone numbers

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