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Nicole Neely

With Nicole, clients find not just an exceptional financial planner but a caring person who is as invested in their lives as she is in their financial futures. Her expertise lies in making clients feel comfortable throughout their financial planning journey. She loves meeting our new clients and getting to know them personally and she strives to make their transition from prospects to clients a seamless one.

Having previously held positions as director of operations and director of planning and operations at Northwestern Mutual, Nicole is highly qualified. She holds licenses in both health and life insurance and has passed the Series 6 and Series 63 securities exams.

Nicole lives in North Little Rock with her son, Victor. She loves the outdoors, enjoying anything from hiking, boating, swimming and sunbathing to sharing a meal and laughter with her loved ones.

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