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
- Managing Director, Senior Client Advisor @ (June 2021 - Present)
- Board Treasurer @ Northeast Woodland Chartered Public School - Board of Trustees (September 2020 - October 2021)
- Family Office and Operating Business Leader @ Multiple Roles (June 2018 - March 2021)
- Managing Director, Wealth Advisor @ (October 2017 - June 2018)
- Chief of Staff @ (May 2016 - September 2017)
- Senior Client Advisor, Managing Director @ (September 2011 - April 2016)
- Licensed Financial Specialist, Banker II @ (November 2007 - April 2011)
- Branch Manager @ (August 2005 - November 2007)
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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