CONNECT

Address:

2338 South 8th Street
Fernandina Beach, FL 32034

Phone:

(904) 305-2608

About Nicola

Nicola has worked within the financial services industry since the early 1990’s. She began her financial career as a pension plan actuary and provided investment advice to pension plans. She has gained experience by working with both UBS Financial Services and Merrill Lynch as a financial advisor. She started Financial Strategies of Amelia in 2010. Nicola is a CFA (Chartered Financial Analyst) and in addition holds a postgraduate business qualification and a MS degree in Microbiology.

Nicola serves on the Board SEZARC (South-East Zoo Alliance for Reproduction and Conservation). SEZARC works on reproductive challenges to support self-sustaining populations of endangered species of animals in captivity and in the wild. Nicola is also part of White Oak’s IACUC Committee (internal animal use and care committee) which reviews procedures that can cause stress or pain to an animal involved in a research project at White Oak.

Nicola is a past Board Member of the Amelia Island Book Festival, The Rotary Club of Fernandina Beach and the Newcomers Club of Amelia Island. Nicola is also a member of the CFA Society of Jacksonville and on the Amelia Professional Advisory Council for the Community Foundation for Northeast Florida. Nicola is a past President of the local chapter of BNI, Pirate's Gold. She also serves as treasurer of the Fernandina Beach Middle School Band Parent Association.

Originally from South Africa, Nicola and her husband moved to New York in 1997. They have two daughters and currently live on Amelia Island, which they discovered when sailing past on their boat on a trip from New York to Fort Lauderdale, the Bahamas and back again.

To stay abreast of a continually changing industry Nicola reads extensively, attends industry conferences annually and holds the following qualifications:

  • CFA (Chartered Financial Analyst)
  • MS in Microbiology from the University of the Orange Free State, South Africa
  • Having passed the Series 7, 66 and 31 securities exams, Nicola is a Registered Representative and Investment Adviser Representative offering securities in Florida, Virginia and Massachusetts.
  • Life, Health and Disability Insurance-Licensed in Florida
  • Advanced Business Program, Technikon Natal. A postgraduate business program.

I look forward to using my experience, knowledge and qualifications to help you pursue your financial goals.

Why Choose a CFA Charterholder?  
Why choose a CFA Charterholder
   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck