Sea Girt, NJ Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,091 offices

Location

Sea Girt NJ

Advisors at this office

1

Advisors at this office

Nicole A

Series 63, Series 65

Sea Girt, NJ

Merrill

Nicole Andres is a Private Wealth Manager with Merrill Private Wealth Management, where she leads a team of 12 professionals across New York City, Pennsylvania, and California. In her role, Nicole works closely with individuals and families to navigate complex financial decisions, providing highly customized portfolio strategies that reflect clients' unique goals, risk tolerance, time horizons, and income needs. She and her team serve as trusted advisors, assisting with a range of financial matters including education planning, family wealth management, philanthropic planning, and tax minimization. Prior to joining Merrill, Nicole was a Director at Credit Suisse Private Bank for 15 years and previously worked in the Private Client Services division at Donaldson Lufkin & Jenrette. She began her career in 1990 in the equity research division at First Manhattan Company. Nicole earned a Bachelor's Degree from Vassar College and holds the Personal Investment Advisor (PIA) designation. She has been recognized by Barron's magazine as one of the Top 100 Women Financial Advisors from 2007 to 2015 and by Forbes as a Top Women Best-in-State Wealth Advisor from 2022 through 2026. Nicole is involved in the University of Dayton Parent Leadership Council and resides in Chatham, New Jersey with her family. In her free time, she enjoys cooking, running, spending time with her family, and traveling.

Wealth management Charitable giving & philanthropy Business Financial Management Retirement income strategy Tax-loss harvesting Women Professionals Women's Finance
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