• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Nicole Minns

Client Service Associate Contact Me

Nicole Minns is an Associate and Client Service Associate in the Breckenridge, Colorado office. She works with her own clients, as well as assists with firm level client services, operations and compliance. She has an Associate’s degree in Psychology and comes from a long history of customer service and management. She has been with the firm since 2014 and has earned the FINRA series 7.

Nicole continues to educate herself and pursue additional licensing. She thoroughly enjoys helping people and making sure that their needs are met. She looks forward to being a junior investment advisor in the near future.

In 2012, Nicole moved to Colorado from South Florida and fell in love with the small-town lifestyle that she has now become accustomed too. On the weekends you can catch her skiing, hiking and enjoying events that the Summit County community has to offer. She tries to stay active in the community, because that’s what small towns are all about!

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Nicole Minns is an Associate and Client Service Associate in the Breckenridge, Colorado office. She works with her own clients, as well as assists with firm level client services, operations and compliance. She has an Associate’s degree in Psychology and comes from a long history of customer service and management. She has been with the firm since 2014 and has earned the FINRA series 7.

Nicole continues to educate herself and pursue additional licensing. She thoroughly enjoys helping people and making sure that their needs are met. She looks forward to being a junior investment advisor in the near future.

In 2012, Nicole moved to Colorado from South Florida and fell in love with the small-town lifestyle that she has now become accustomed too. On the weekends you can catch her skiing, hiking and enjoying events that the Summit County community has to offer. She tries to stay active in the community, because that’s what small towns are all about!