Nicole BarsottiNicole BarsottiClient Associate
About Nicole
Nicole Barsotti is a Client Associate at J.P. Morgan Wealth Management.
Nicole works closely with clients to address their administrative and operational needs, serving as a reliable resource who appreciates their distinctive preferences. Within the team, her areas of focus include account onboarding and administration, money movement, statements and reporting, and client communications. Nicole is also a key point of contact within the team, facilitating scheduling and meeting coordination.
Organized and methodical, Nicole is skilled in discerning client priorities and working through those needs, steadily and persistently. She enjoys speaking with clients and meeting with them, gratified to support their efforts in advancing a more cohesive approach to their financial lives. Nicole also points to the close-knit nature of her team as one of her favorite aspects of her role, proud to be part of a supportive, high-achieving culture.
Originally from Fresno, Nicole earned her undergraduate degree in Economics from the University of Santa Clara. She was active in Delta Gamma sorority and held a number of leadership roles.
Outside the office, Nicole enjoys spending time with her family and friends.
Insights
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October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
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October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
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October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now