Nicole Angelo
Senior Financial Consultant at Raymond James | Denver Metropolitan Area
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Nicole Angelo serves as a Senior Financial Consultant at Raymond James, where she leverages her extensive expertise in financial planning and investment management to guide clients toward achieving their financial goals. With a strong commitment to personalized service, Nicole specializes in researching securities and constructing custom fee-based portfolios tailored to meet the unique financial objectives of each client. Her analytical skills enable her to evaluate portfolio managers and managed accounts available on the Raymond James platform, ensuring that her clients benefit from the best investment strategies suited to their individual needs.
In addition to her investment acumen, Nicole plays a vital role in assisting clients with health insurance inquiries, including navigating the Colorado exchange for registration and coverage options. This multifaceted approach allows her to address a wide range of financial concerns, from retirement planning to risk management, ensuring that clients have a comprehensive understanding of their financial landscape.
Nicole’s proficiency in data analysis and financial reporting, combined with her exceptional customer service skills, empowers her to create custom reports that provide clients with clear insights into their financial status. Her adept use of tools like Microsoft Excel and QuickBooks further enhances her ability to deliver precise and actionable financial advice. By fostering open communication and building lasting relationships, Nicole not only helps clients establish a solid financial foundation but also inspires them to pursue financial independence as they define it. At Evans Financial Group, Nicole embodies the mission of caring for clients and guiding them toward a brighter financial future.
Senior Financial Consultant at Raymond James in November 2017 to Present
Owner at Angelo Management Group, LLC in October 2019 to Present
Registered Assistant at Raymond James Financial Services in November 2017 to October 2019
Receptionist at Greenwood Village Veterinary Clinic in April 2017 to November 2017
Registered Associate at Morgan Stanley in April 2016 to April 2017
Wealth Advisory Associate at Morgan Stanley in October 2014 to April 2016
Accounting Assistant at National Title Agency in September 2010 to September 2011
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Data Analysis
Financial Reporting
Customer Service
Custom Reports
Microsoft Excel
Communication
Social Media
Money Transfers
Quickbooks
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Discover more about Raymond JamesWhat is Nicole Angelo email address?
Email Nicole Angelo at [email protected]. This email is the most updated Nicole Angelo email found in 2026.
How to contact Nicole Angelo?
To contact Nicole Angelo send an email to [email protected].
What company does Nicole Angelo work for?
Nicole Angelo works for Raymond James
What is Nicole Angelo's role at Raymond James?
Nicole Angelo is Senior Financial Consultant
What is Nicole Angelo's Phone Number?
Nicole Angelo's phone (**) *** *** 106
What industry does Nicole Angelo work in?
Nicole Angelo works in the Financial Services industry.
Nicole Angelo Email Addresses
Nicole Angelo Phone Numbers
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