Client Service Associate, Nicole Moses, has an Associates of Arts degree from Blinn college, a Bachelor of Business Administration in Finance and Economics degree, as well as a Master of Business Administration in Financial Management degree from Lamar University. Nicole’s prior knowledge of the financial world allows her to be a valuable asset to our clients and financial advisors. Nicole is a pro at understanding our clients’ needs inside and out. Being meticulous and analytical in her approach helps her to anticipate client desires. This not only ensures she delivers top-notch service but also builds trust and rapport with our clients.
Nicole was born and raised in China, Texas and now lives in Beaumont, Texas. She is an active member of Our Lady of Sorrows Catholic Church where she also serves as a youth minister. In her free time, she enjoys spending time with her family, cooking, and gardening.
*Operating out of the Toccoa office.