Nicole BorgerNicole Borger, CFP®Wealth Advisor
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About Nicole
Nicole Borger is a Wealth Advisor at J.P. Morgan Wealth Management.
As a member of The Washingtonian Group, Nicole works closely with high-net-worth individuals and families, taking a comprehensive approach to investment and wealth planning. Her focus is on guiding clients through their lifetime and on the entirety of their goals, including charitable gifting and legacy planning.
Nicole starts by understanding each client on a personal level, listening intently to their stories so she can build a customized wealth management proposal. She believes this foundational understanding of what is most meaningful to each family helps her tailor strategies that align with their priorities and financial goals. Known for her outgoing and approachable nature, she builds longstanding relationships with colleagues and clients alike.
With a decade-long career spent largely with Fidelity Investments, Nicole is steeped in the sophisticated needs of wealthy individuals. She joined J.P. Morgan in 2022 and is proud to work for a firm with a brand reputation for integrity and an industry-leading breadth of resources and capabilities.
Nicole attended The George Washington University, where she earned a B.B.A. in Finance & Marketing and played Division I Lacrosse. She holds the CERTIFIED FINANCIAL PLANNER® designation.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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