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525 Okeechobee Blvd., Suite 1630
West Palm Beach, FL 33401
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Nicole M. Stelzer
Nicole Stelzer serves as an associate relationship manager in Florida, with 13 years of industry experience.
In this role, she works closely with senior relationship managers to ensure client needs are met through tailored investment strategies. Nicole is responsible for portfolio management and implementation, performance analysis, and client reporting.
Prior to joining the firm, Nicole was an associate wealth advisor at SunTrust Private Wealth, where she provided comprehensive wealth management solutions to high net worth clients.
Previously, she was an investment analyst at Wells Fargo Private Bank, where she was responsible for researching, trading and managing investment portfolios.
Nicole earned a Master of Business Administration degree from the University of Florida and a Bachelor of Arts degree in finance from Florida Atlantic University.
Additionally, she serves on Place of Hope’s leadership board.
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