Banco Popular de Puerto Rico

As director of The Network for Women Advisors, Nicole Spinelli manages a range of programs designed to supercharge the success of women financial professionals across the nation. Leveraging her background in women’s studies and as a researcher into issues that affect women investors, Nicole works to develop leading-edge resources especially designed to provide women with everything they need to grow their businesses.Nicole also spearheads the Raymond James Women’s Symposium, an annual forum designed to allow women to share ideas and experiences with each other, as well as hear from industry experts and confer with Raymond James’ senior managers. And she oversees the Women’s Resource Center, a section of the firm’s intranet site that provides links to a variety of business-building tools geared specifically toward women advisors. In her previous position, Nicole was responsible for planning networking events and keeping the content of the Women’s Resource Center up to date and relevant to current needs.\nOutside the office, Nicole is a passionate supporter of Angels Against Abuse, an organization dedicated to building awareness and educating the community about issues regarding neglect and abuse against children. She serves on its board of directors.After moving to Florida from Montana in 1998, Nicole began working for a dot-com company. She helped to take the company public, but in 2001 became intensely interested in the investment world and found a position with Raymond James.

I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan tailored to their short- and long-term goals. As your Ameriprise Private Wealth Advisor, I'll work with you to take action on your personal financial strategy. I'll help you track your progress and recommend changes to your plan as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions. Being an experienced advisor from Ameriprise Financial, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals. Designations and Degrees: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor™.