Nicole BorgerNicole Borger, CFPWealth Advisor
About Nicole
Nicole Borger is a Wealth Advisor with 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.
Originally from the Bay Area in California, Nicole and her husband, Michael, live with their dog, Theodore, in Chevy Chase. She spends her weekends boating, fishing, hiking and gardening. Nicole has a true passion for animals and volunteers her time with local animal welfare organizations.
Insights
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
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October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowMidterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now