Nicole Bailey Email & Phone Number
Managing Director, Senior Client Advisor @ Fortis Management Group LLC
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Nicole Bailey Location
- Wolfeboro, NH, US
Nicole Bailey Work
- 2021 -now Managing Director, Senior Client Advisor @
- 2020 -2021 Board Treasurer @ Northeast Woodland Chartered Public School - Board of Trustees
- 2018 -2021 Family Office and Operating Business Leader @ Multiple Roles
- 2017 -2018 Managing Director, Wealth Advisor @
- 2016 -2017 Chief of Staff @
- 2011 -2016 Senior Client Advisor, Managing Director @
- 2007 -2011 Licensed Financial Specialist, Banker II @
- 2005 -2007 Branch Manager @
Nicole Bailey Education
- Florida State University
BS (Criminology & Criminal Justice)
- College for Financial Planning
Certified Financial Planner Certification Education Program
Nicole Bailey Skills
- Cash Flow Forecasting
- Wealth Management
- Fiscal Business Planning
- High Net Worth Individuals
- Series 65
- Multi-generational Planning
- Strategic Financial Planning
- Estate Planning
Nicole Bailey Summary
- Nicole Bailey, based in Wolfeboro, NH, US, is currently a Managing Director, Senior Client Advisor at Fortis Management Group LLC. Nicole Bailey brings experience from previous roles at Northeast Woodland Chartered Public School - Board of Trustees, Multiple Roles, Vigilant Capital Management, LLC and Endurance International Group. Nicole Bailey holds a BS in Criminology & Criminal Justice @ Florida State University. With a robust skill set that includes Cash Flow Forecasting, Wealth Management, Fiscal Business Planning, High Net Worth Individuals, Series 65 and more. Nicole Bailey has 2 emails and 1 mobile phone numbers on RocketReach.
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