Nicole WeismanNicole Weisman, AIF®Wealth Advisor
LinkedInAbout Nicole
Nicole Weisman is a Wealth Advisor at J.P. Morgan Wealth Management.
Nicole serves ultra-high-net-worth individuals and organizations, guiding them on how to grow and use their assets to pursue their goals.
Her interest in finance was inspired at a young age by observing other successful women in the industry. She graduated from Baruch College’s Zicklin School of Business, receiving a B.B.A. in Finance and Investments and minor in Western Concert Music. In a career spanning more than 20 years, she worked her way up from beginning as a Client Service Associate at Smith Barney (now Morgan Stanley) to starting her own practice at J.P. Morgan.
Having studied the piano and alto saxophone while attending school, she earned the distinction of performing with the All-City Concert Band at Carnegie Hall. She was also an avid distance runner, having completed the NYC Marathon.
Her commitment to her community is marked by devoting time to J.P. Morgan’s Good Works program, as well as the Bigs and Littles NYC Mentoring Program.
Disciplined in setting goals and persevering to see them through to fruition, Nicole brings a parallel level of dedication to serving her clients. They know that they can count on her to respond to their needs in a qualitative, professional, and timely manner.
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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