Financial Advisor at Wells Fargo Advisors

About Nicole

Nicole Smith CFP, provides comprehensive investment planning. If a working relationship is developed, she can work with you to help achieve your goals. For over 13 years, Nicole has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, her career has been dedicated to delivering the personalized investment planning services her clients deserve. In addition to being a Certified Financial Planner, she holds a Bachelor of Arts degree in History and Associate of Science degree in Aviation Science. As a Financial Advisor, Nicole been featured in online and print publications such as Forbes, Fairfield County Business Journal, The News Times and USA Today.

Additionally, she specializes in Socially Responsible and Impact Investing for clients who desire to align their investment portfolios with their personal values. An investment’s social policy could cause it to forego opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. A socially responsible investing style may shift in and out of favor.

Away from the office Nicole spends her free time with her husband, a jazz musician, and their four children at their home in Danbury, CT. They like to stay active, whether playing together at the park or taking trips to New York to visit museums and see concerts. She especially enjoy taking care of my chickens, yoga and aviation, holding a commercial pilot’s license for nearly two decades.

Contact Information

Address: 93 Lake Ave, SUITE 202 , Danbury , CT 06810-6384 
Phone: 718-300-0483  |  800-535-0888    Fax: 203-797-1224 Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.