Nicole Moten

As part of The Birmingham Wealth Management Group, Nicole shares the role of managing client relationships. She draws on her 25+ years’ experience as a former Senior Private Banker & Wealth Advisor where she provided customized banking and lending solutions to help meet the unique needs of each client.

Nicole earned her Bachelor of Arts in Economics & Political Science along with a Certificate of Business Administration from the University of Detroit-Mercy. She spent nearly two decades at JPMorgan Private Bank and then joined Wells Fargo Private Bank before obtaining her MBA at Walsh College. She earned her Certified Financial Planner™ designation in 2008. She earned her Qualified Plan Financial Consultant (QPFC) designation on 9/30/25.

As a Certified Financial Planner™, Nicole is focused on helping clients align their finances with their goals, improve financial decision making and behaviors, and find contentment through a tailored financial planning process. The planning sets the stage for the portfolio construction and ongoing management of the relationship.

Nicole currently serves on the Executive Board of Leaps & Bounds Family Services, Inc., a non-profit serving educators and parents. She resides in Rochester Hills, MI with her husband, Phillip, and two rescue pups, Roc & Rylie.