Nicole Fox Email & Phone Number
Partner @ Cerity Partners
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Nicole Fox Location
- New York, NY, US
Nicole Fox Work
- 2023 -now Partner @
- 2018 -2023 Vice President @ AJ Wealth
- 2016 -2017 Senior Financial Analyst @ AJ Wealth
- 2012 -2016 Financial Consultant @
- 2007 -2012 Registered Private Wealth Associate @
- 2006 -2007 Sales Assistant @
- 2005 -2006 Client Service Associate @
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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