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Nicole Moten
Professional designations
CFP
Firm or Broker/Dealer name
Morgan Stanley
States licensed in
Birmingham
,
Michigan
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Philanthropy/Charitable Giving
Time Zone
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.
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.
NMLS#: 821766
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.
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.
NMLS#: 821766