Nicole is a graduate of the University of South Florida. She received her Bachelor of Science degree in Finance in 2019 and immediately began working in the wealth management field. Nicole's dedication to providing excellent client service and her passion for helping people made her a perfect fit for our team. She is currently a paraplanner at DiPaolo Financial Group and works directly under Joseph. As a paraplanner, Nicole assists directly in the financial planning workflow. Nicole is responsible for providing client relationship support through managing and gathering client data, direct modeling through financial planning software, preparing client deliverables, working with clients to resolve issues and other various administrative and support tasks involved in the financial planning process.
Originally from Toronto, Ontario—Nicole has three citizenships including Canada, Poland, and the United States. She enjoys traveling to visit her family and exploring new places.