Nicole Rutledge Regilio

Nicole Rutledge Regilio

Portfolio Manager-Aktien bei Resource Consulting Group, Inc.

45 Jahre
Finance
Consumer Services

Profil

Ms. Nicole R.
Regilio is a Director of Financial Planning & Wealth Advisor at Resource Consulting Group, Inc. She joined RCG in February of 2002.
She has over 14 years of experience in financial planning and investment management.
As a wealth advisor, she works closely with clients and other professionals in preparing, implementing, and monitoring their financial plans.
She is also involved with the management and rebalancing of financial portfolios.
She facilitates the creation of financial plans geared toward families with young children and millennials.
Her understanding of the market and passion for mentoring has driven her to assist in developing plans that are innovative and timely to help RCG meet the needs of younger generations.
She is a member of The Financial Planning Association, the FPA of Central Florida and the Central Florida Estate Planning Council.
Ms. Regilio graduated from Florida Southern College with a bachelor of science in chemistry and a minor in biology.
She is a Certified Financial Planner professional.

Aktive Positionen von Nicole Rutledge Regilio

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.02.2002
Alle aktiven Positionen von Nicole Rutledge Regilio

Ausbildung von Nicole Rutledge Regilio

Florida Southern College Undergraduate Degree

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