As a Director on the Client Service Solutions team, Nicole provides administrative guidance to advisors and clients in SCS’s South region, supporting areas such as new client onboarding and account opening, private fund commitments, money movement, account transfers, charitable donations, and customized performance reporting.
“I am motivated by providing exceptional service and helping clients take strategic steps to achieve their financial goals.” Nicole is honored that her clients value her experience and trust her to be part of their lives, supporting them as they build lasting legacies.
Experience
25+ years of experience in investments, financial consulting, and delivering high-level client service
Client Services Team Manager at Edge Capital (acquired by SCS via acquisition in 2025)
Education & Credentials
B.B.A., Howard University, Washington DC
M.H.A., Colorado State University, Fort Collins, CO
FPQP Designation
Beyond SCS
Nicole is originally from Denver, CO, and has called Atlanta home since 2014. In her free time, she enjoys concerts, theater, and live sporting events. An avid reader and artist, she works primarily in charcoal pencil.
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