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Nicole M
Series 66
Somerville, MA
Merrill
Nicole Mc Conaghy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on developing comprehensive and personalized financial strategies to help clients pursue their goals, including areas such as retirement planning, estate planning, and portfolio construction. Nicole employs a holistic approach that integrates goals-based planning, investment management, and banking and lending services through Bank of America. Nicole has been working within the investment and financial services industry for nine years. She began her career in 2013 with Bank of America Private Bank (formerly US Trust), where she collaborated with advisors to provide financial strategies and portfolio construction to high net worth individuals and families. Nicole is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst (CFA), and a Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Framingham State College. Outside of work, Nicole enjoys traveling to new countries and hiking.
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