Nicole Simon

Nicole Simon has a Bachelor of Business Administration degree in Finance from Texas State University. Nicole has worked as a Financial Advisor at Waddell & Reed, an Investment Analyst at Campus Advantage, and currently holds the position of Senior Advisory Operations Specialist at Kestra Financial. Nicole has demonstrated expertise in financial analysis, asset management, client relationship building, and providing comprehensive financial planning services. Throughout their career, Nicole has excelled in developing strategic solutions tailored to clients' specific financial situations and goals.