Nicole BorgerNicole BorgerWealth 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
Markets rebound despite the ongoing recession obsession
August 4, 2022While recession fears dominate headlines, the stock market continues to rally – but is it sustainable?Read Now
So, are we in a recession?
July 28, 2022Markets are rallying despite GDP contracting and higher rates on the horizon. What gives?Read Now
Is Europe on the brink of recession?
July 21, 2022An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect storm for the continent.Read Now
It’s the end of easy money. 5 charts count the ways
July 19, 2022Higher rates and tighter financial conditions create challenges for economies and asset markets. Here’s what you need to know.Read Now
Make the most of your company stock, today and tomorrow
July 19, 2022Your company stock position is the bedrock of your wealth. However, if you won’t need the entire position to achieve your longer-term goals, more immediate—and strategic—opportunities may await you in the areas of family gifting, charitable giving and cash flow management. Moreover, the strategies below are relevant for corporate insiders and individuals alike:Read Now
Looking for diamonds in the rough? Consider a ‘preferred’ approach
July 14, 2022Preferred equities have been pressured to the point where they now seem attractive. Here’s why.Read Now
Markets are not the economy
July 10, 2022As you consider the implications of higher recession risk for your long-term portfolio, it’s important to remember that the economy is not the same as the equity market. We invest in stocks, not GDP.Read Now
How can investors navigate the market’s murky waters?
July 7, 2022After a week of more fireworks, proper portfolio maintenance may help improve outcomes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowMarkets rebound despite the ongoing recession obsession
August 4, 2022While recession fears dominate headlines, the stock market continues to rally – but is it sustainable?Read NowSo, are we in a recession?
July 28, 2022Markets are rallying despite GDP contracting and higher rates on the horizon. What gives?Read NowIs Europe on the brink of recession?
July 21, 2022An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect storm for the continent.Read NowIt’s the end of easy money. 5 charts count the ways
July 19, 2022Higher rates and tighter financial conditions create challenges for economies and asset markets. Here’s what you need to know.Read NowMake the most of your company stock, today and tomorrow
July 19, 2022Your company stock position is the bedrock of your wealth. However, if you won’t need the entire position to achieve your longer-term goals, more immediate—and strategic—opportunities may await you in the areas of family gifting, charitable giving and cash flow management. Moreover, the strategies below are relevant for corporate insiders and individuals alike:Read NowLooking for diamonds in the rough? Consider a ‘preferred’ approach
July 14, 2022Preferred equities have been pressured to the point where they now seem attractive. Here’s why.Read NowMarkets are not the economy
July 10, 2022As you consider the implications of higher recession risk for your long-term portfolio, it’s important to remember that the economy is not the same as the equity market. We invest in stocks, not GDP.Read NowHow can investors navigate the market’s murky waters?
July 7, 2022After a week of more fireworks, proper portfolio maintenance may help improve outcomes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now