Cfp® Bo Nicholson Crpc®

Bo Nicholson, CFP®, CRPC® is a Financial Planner at Capital Investment Companies since May 2016, specializing in overseeing the financial needs of high net worth individuals, families, and business owners through a client-centric approach. Prior to this role, Bo served as a Financial Advisor at Merrill Lynch from March 2012 to April 2016, where responsibilities included client acquisition and comprehensive financial management, having graduated from the Practice Management Development (PMD) Program. Bo Nicholson earned a Bachelor of Business Administration (B.B.A.) from the University of Georgia - Terry College of Business in 2010 and has also attended NOLS in 2008.