Nicole Romito
I have built my entire career in the financial services industry as a trusted partner and sounding board for my clients. My clients feel safe sharing their dreams and fears about money and life. I help them manage their emotions around their wealth so they can tune out the noise that might get in the way of making financial decisions that are right for them and their loved ones. I focus on working with women in transition - divorce, widowed or retiring senior executives. Learn more here .
Articles by Nicole Romito
- Money & Life
What Parents Need To Know About Trump Accounts and Early Wealth Planning for Kids
Below are answers to some of the most common questions families are asking about Trump Accounts.
- Money & Life
Navigating Divorce When You’ve Never Handled the Finances
Divorce brings emotional upheaval, but the financial uncertainty can feel paralyzing. Where do you even start?
- Money & Life
Beyond Money: Preserving Family Values During the Largest Wealth Transfer in History
Breaks down what the Great Wealth Transfer really means for families as trillions move from baby boomers to the next generation.
- Money & Life
The Hardest Conversation: How To Talk to Your Parents About Aging and Care
Together, they reflect on their own family journeys and what they’ve learned from decades of guiding clients through this pivotal life moment.
- Market Intelligence
Unraveling the Complexity of the Municipal Bond Market
Demystify the municipal bond market, a key component in funding local infrastructure projects that are vital to our communities. #bonds
- Multimedia
Why Women Belong in the Wealth Management Industry
Get ready to hear their inspiring conversation about why they believe wealth management is an awesome career choice for women. #women #career