Nicole Carlon

Managing significant wealth can be complex and overwhelming, but with Nicole Carlon as your trusted Wealth Management Advisor, you don’t have to navigate it alone. Nicole understands the unique challenges that come with preserving and growing substantial assets while ensuring your legacy endures. She’s dedicated to helping high-net-worth individuals and families design financial strategies that provide security, flexibility, and peace of mind.

Whether you’re restructuring wealth after a divorce, planning for future generations, or adjusting to new financial priorities following a major life event, Nicole provides personalized guidance every step of the way. She recognizes that wealth isn’t just about numbers—it’s about your goals, your values, and the life you want to lead. By taking a holistic approach, she ensures that your financial plan aligns with your aspirations and supports both your lifestyle and legacy.

Nicole’s expertise extends far beyond traditional financial planning. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® practitioner, she brings a depth of specialized knowledge to complex financial situations. She also works with a network of top-tier professionals, connecting you to trusted legal, tax, and insurance advisors to ensure that every facet of your wealth is protected and optimized.

Understanding that the financial landscape evolves, Nicole stays ahead of industry trends to provide solutions that adapt to changing market conditions and your evolving needs. Her strategic, forward-thinking approach ensures that your wealth not only supports your life today but continues to grow and safeguard your future.
A graduate with honors from Florida Atlantic University, where she specialized in Finance and Financial Management Services, Nicole has built her career on delivering thoughtful, high-level financial strategies to affluent individuals and families. Her commitment to personalized service, combined with her technical expertise, makes her an invaluable partner in achieving your financial goals.

With Nicole, you gain a dedicated advisor who understands the complexities of wealth management and is focused on securing your financial future, so you can enjoy life’s opportunities with confidence.