Nicole Fox Email & Phone Number
Partner @ Cerity Partners
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Nicole Fox Location
- New York, NY, US
Nicole Fox Work
- Partner @ (July 2023 - Present)
- Vice President @ AJ Wealth (January 2018 - August 2023)
- Senior Financial Analyst @ AJ Wealth (February 2016 - December 2017)
- Financial Consultant @ (September 2012 - February 2016)
- Registered Private Wealth Associate @ (August 2007 - August 2012)
- Sales Assistant @ (May 2006 - August 2007)
- Client Service Associate @ (July 2005 - May 2006)
Nicole Fox Education
- Boston University
CFP Certificate Program (Boston University)
2010-2011 - Bentley University
Bachelor of Science (B.S.) (Finance)
2001-2005
Nicole Fox Skills
- Client Service Relationship Professional
- Wealth Management
- Balance Sheet
- Retirement Planning
- Estate Planning
- 401k
- Cash Flow
- Insurance Planning
- Revocable Trusts
- Irrevocable Life Insurance Trusts
- Private Foundations
- Defined Benefit
- IRAs
- Roth IRA
- 10b5-1 Plans
- Rule 144
- 529 Plans
- SEP IRA
- Social Security
- 10b5 1 Plans
- Bloomberg
- Microsoft Excel
- Yoga
- Client Service
Nicole Fox Summary
- Nicole Fox, based in New York, NY, US, is currently a Partner at Cerity Partners. Nicole Fox brings experience from previous roles at AJ Wealth, Ackler Wealth Management of Wells Fargo Advisors, LLC and Merrill Lynch Private Investment Banking and Group. Nicole Fox holds a 2010 - 2011 CFP Certificate Program in Boston University @ Boston University. With a robust skill set that includes Client Service Relationship Professional, Wealth Management, Balance Sheet, Retirement Planning, Estate Planning and more. Nicole Fox has 2 emails and 2 mobile phone numbers on RocketReach.
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