user avatar

Nicole Miyuki Jackson

Advisor at Merrill — Waldorf, MD Crain Hwy

Updated today

Credentials

Series 66

Experience

4 years

Location

Waldorf, MD 20603

Merrill logo

Merrill

Institution

Total advisors

25,478

Across 3,094 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Nicole Jackson is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her work history includes positions at Bank of America, SunTrust Bank, and Windsor Fashions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Waldorf, MD Crain Hwy

3255 Crain Hwy

Waldorf MD 20603

Advisors at this office

1

Most active in

Maryland · Texas

Work history

4 years of industry experience

Merrill

2022 - Present • 4 years

Columbia, MD

Bank Of AMerica

2021 - 2022 • 1 year

Columbia, MD

Unemployed

2021 - 2021 • 1 year

Fort Washington, MD

Suntrust Bank

2017 - 2021 • 4 years

Crofton, MD

Windsor Fashions

2016 - 2017 • 1 year

Annapolis, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Divorce financial planning College savings (529s, UTMA, etc.)
user avatar

Melissa C

Series 65, Series 63

Alexandria, VA

Lasting Legacy Wealth Management, LLC

Melissa Carriles Biggham is the principal advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services and Cambridge Investment Research. She is involved with the Federal Employees Retirement and Benefits Institute, providing retirement benefit education. Lasting Legacy Wealth Management serves individual and high-net-worth clients with investment management and financial planning, including fixed-scope plans, hourly consulting, and a subscription-based retirement planning option for federal employees. The firm uses third-party advisers and model portfolios with a process that involves fundamental and technical analysis, rebalancing, and regular reviews, and it offers educational seminars and specialized subscription programs tailored to federal employees.

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting Government Employee
user avatar

Christine P

CFP®, Series 66

La Plata, MD

Parker Financial, LLC

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

ESG / Sustainable investing Wealth management Founder/Business Owner Women Professionals Mid-Career Professionals
user avatar

Andrea B

CFP®, Series 63, Series 65

Fort Washington, MD

Wise Financial Counsel, LLC

Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

Cash flow / budgeting Debt management Life insurance needs analysis General estate planning guidance General tax planning Founder/Business Owner

Dedrick C

CFP®, ChFC®

Fort Belvoir, VA

Penny Earned Financial

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Social Security optimization Military & Veterans Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995)
user avatar

Michael B

National Harbor, MD

First Perspective Capital LLC

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Wealth management Passive / index investing Active portfolio management College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")