Hi, I’m Nicole Chamberland, and I am an Associate Advisor at Omnica Wealth. I graduated from the Honors Program at Marist College in 2022 with a Bachelor of Science in Business Administration, concentrating in Finance and minoring in Data Analytics.
Since graduation, I have gained significant experience working as an Associate Advisor alongside senior Wealth Management Advisors. I have continued to build on my knowledge by passing the Securities Industry Essentials Exam (SIE) and earning several licenses, including Life, Health, Annuity, Property & Casualty, Series 66 (Uniform Combined State Law), and Series 7 (General Securities Representative).
In my role, I oversee the analysis of clients’ investment portfolios and am responsible for creating comprehensive and custom financial plans for high-net-worth individuals. What I love most about my job is the opportunity to use my analytical skills to help clients understand their investment management and retirement income options, guiding them successfully through retirement.
Outside of work, I enjoy going to the gym, playing tennis, and reading.