ShoutOut Miami: Meet Nicole Carlon | Financial Advisor
We had the good fortune of connecting with Nicole Carlon and we’ve shared our conversation below.
Hi Nicole, is there something that you feel is most responsible for your success?
As a financial advisor, a pivotal element underpinning the success of our business lies in our unwavering dedication to actively listen to our clients and forge authentic connections with them. In an industry teeming with knowledgeable advisors, our distinctive ability to genuinely connect with our clients serves as a distinguishing factor. Our steadfast focus on nurturing profound relationships is the driving force behind our enduring appeal, evident in the trust placed in us by multiple generations—from great-grandparents of yesteryears to their great-grandchildren—who continue to choose our services.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
What excites me the most and fills me with pride is witnessing the sense of control and peace of mind our clients experience once we finish our process. In today’s uncertain world, many lack a clear path to their financial future, often living in constant fear and uncertainty. Using our expertise in tax, legal, and financial tools, we empower them to eliminate these concerns and pave the way for a more secure tomorrow. From the very beginning, I’ve always had this innate desire to make a difference in people’s lives. It was a non-negotiable factor for me when considering a career path—I knew I had to be in a position where I could help others. When I first entered college, I embarked on a dual major in psychology and business, even though I wasn’t particularly keen on becoming a psychologist. After two years, I found myself at a crossroads, unsure of which direction to take professionally. It was then that my father, who also serves as an advisor, suggested that I might excel in his line of work. Intrigued, I decided to explore this opportunity and see where it would lead me.
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
Rather than listing the typical tourist spots like South Beach or Vizcaya Museum that you can easily find on TripAdvisor, let me suggest some more unique and fascinating places worth visiting. Consider checking out Superblue, Coral Castle, Venetian Pool, or the Cloisters of the Ancient Spanish Monastery for a truly memorable experience in Miami. These lesser-known gems offer a different perspective and a deeper dive into the city’s diverse cultural and historical tapestry.
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
I’ve been incredibly fortunate to have a strong support system cheering me on throughout my journey. My dad has been my rock, not only encouraging me to dive into the business world alongside him but also laying down the foundation that has allowed me to thrive. I also want to give a big shoutout to the amazing folks at the Ms. Esquire organization and The Daily Drip. These two groups have been instrumental in providing me with the platform to grow my community and business resources. Their support has truly made a difference in my path.
Website: https://wiseoakwealth.com/
Linkedin: https://linkedin.com/in/nicole-galinsky-carlon-cfp®-cdfa®-022869b0
Facebook: https://www.facebook.com/nicolegalinskycarlon
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