Nicole T. | Wealth Advisor | Nicole Cole Financial Services

Nicole T. Cole MBA

Wealth Advisor

Nicole Cole: A Wealth Advisor and Financial Planning Expert Committed to Her Clients' Success

Nicole Cole, owner of the Nicole Cole Financial Services Group, has a passion for supporting others and making a positive impact in her community. Her unwavering commitment to her clients' financial wellbeing is evident in every aspect of their experience.

As a skilled wealth advisor, Nicole's expertise in financial planning and sound judgment helps her craft personalized wealth plans that reflect her clients' unique values, goals, and aspirations. She takes pride in getting to know her clients and their families on a deeper level and is always looking for ways to help them succeed.

Nicole's experience consulting Fortune 500 healthcare companies on managing strategic goals has proven invaluable in her current role as a financial services business owner. She has always put herself in her clients' shoes when providing strategies to meet their vision of financial success.

Nicole is especially passionate about working with women in leadership, families, and business owners to protect, manage, and grow their wealth. Her professional registrations, including the FINRA Series 7, 6, 63, and 65 held with LPL Financial, a Registered Investment Advisor, and Life, Health, and Variable Annuity licenses with the state of Virginia, have bolstered her expertise in serving her clients' financial and protection planning needs.

In addition to her financial planning expertise, Nicole is the published author of College Funding Strategies: I Wish Someone Had Told Me which was published through The College Money Team. She is an expert in College Funding Planning and Financial Aid at The College Money Team, where she has advised hundreds of families and gained a better understanding of their wealth planning needs to pursue this crucial financial goal.

Nicole holds an MBA in Finance and Health Services Management from the Kellogg School of Management at Northwestern University. She has been recognized for her achievements and contributions to her community. Currently, Nicole serves on the Spotsylvania County Public School Board and is an active member of Alpha Kappa Alpha Sorority, Inc. She is a Leadership Fredericksburg graduate, President of the Board of Directors at HELP Consulting, Inc., an educational services non-profit, and a member of the Fredericksburg Chamber of Commerce.

When she isn't helping her clients pursue their financial goals, Nicole enjoys spending quality time with her three children, creating priceless memories through travel, outdoor adventures, and educational pursuits.


Disclosure: College funding services are offered through The College Money Team, a separate entity from LPL Financial.