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Nicole N

Series 66, Series 65

Houston, TX

Virtue Capital Management, LLC

Nicole Nguyen is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. She holds the Series 66 and Series 65 designations and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, Nguyen is an author of the book *Fiscally Fit* and owns an insurance-based business, Meridian Financial Group. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios to clients’ objectives and risk tolerances and offers services including portfolio management, financial planning, and client education.

Retirement income strategy Social Security optimization Wealth management
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