Nicole is a senior wealth strategist at CIBC Private Wealth with over 15 years of industry experience. In this role, she works closely with clients and their team of advisors to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process.

Prior to joining the firm, Nicole was a partner at Bass, Doherty & Finks, P.C., where she focused her practice on estate planning for high-net-worth clients. In that role, Nicole prepared comprehensive estate plans and advised clients on transfer tax strategies, charitable planning and cross border planning issues.

Nicole earned an LL.M. in taxation from Boston University School of Law, a Juris Doctor degree from Suffolk University Law School and a Bachelor of Arts in English from the University of Massachusetts – Amherst. She is a member of the Boston Estate Planning Council (BEPC), the Society for Trust and Estate Practitioners (STEP) and the Professional Advisors Network for the Boston Foundation. Nicole has been recognized as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.