Nicole Fernandez, Client Service Associate, has been a key member of the Pearson Financial team managing the day-to-day operations of the office since 2013. Nicole oversees communications with high-net-worth clients, processes investment trades, opens new accounts, and creates reports for client financial plans. Her confidence and a remarkable attention to detail allow her to work closely with Pam to ensure that all our clients’ needs and expectations are seamlessly met.
Prior to Pearson, Nicole was an Administrative Case Manager for the Penn Mutual Life Insurance Company. She earned her BS in Business Administration from Hofstra University and is a notary public in addition to holding her life, accident, and health insurance licenses.