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Nicole Jackson

Advisor at Merrill

Updated today

Location

Waldorf, MD 20603

Credentials

Series 66

Industry experience

3 years

About

Nicole Jackson is a Series 66 licensed advisor at Merrill with three years of industry experience. Her prior roles include positions at Bank of America and SunTrust Bank. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm utilizes a range of program strategies governed by its CIO and platform oversight, with a focus on tax-efficient investment solutions and integration with Bank of America’s broader financial platform.

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

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

3255 Crain Hwy

Waldorf, MD 20603

Most active in

Maryland · Texas

Work history

Merrill

2022 - Present (4 years)

BANK OF AMERICA

2021 - 2022 (1 year)

Unemployed

2021 - 2021 (1 year)

Suntrust Bank

2017 - 2021 (4 years)

Windsor Fashions

2016 - 2017 (1 year)

A'gaci Clothing Store

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
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Melissa C

Series 63, Series 65

Alexandria, VA

Lasting Legacy Wealth Management, LLC

Melissa Carriles Biggham is a financial advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 designations with seven years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services, Cambridge Investment Research, and H Beck, Inc. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management offers financial planning, retirement planning, and investment management primarily for individual clients, including those nearing or in retirement. The firm uses both fundamental and technical analysis to build portfolios and manages model portfolios from third-party advisers, providing discretionary and non-discretionary management along with ongoing portfolio oversight.

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting Government Employee
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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
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Frank F

Series 65

Springfield, VA

Ficadenti Tandon Asset Management, Inc.

Frank Ficadenti is a financial advisor at Ficadenti Tandon Asset Management, Inc. in Springfield, VA, with 25 years of industry experience. He holds a Series 65 designation and has worked at Ficadenti Tandon Asset Management since 2000. Additionally, he has been associated with the Department of Navy since 1976. Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm offers tailored portfolios using fundamental, technical, and charting analysis, implementing various strategies with regular reviews and detailed reporting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner Executive
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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
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