Nicole Treiber

Wealth Advisor

LET's TALK

Nicole Treiber is a Wealth Advisor at XML Financial Group. She focuses on guiding clients through the different phases of their life through financial planning and a personalized investment approach. It is important to her that she can help clients make the best decisions financially and personally, for their family and future. With almost a decade of experience in the financial service industry, she is dedicated to customer service and wants each of her client’s to feel like her only client. A personal touch means a lot. She is attentive and understanding to what matters most, even during volatile times in the market or in one’s life.  

Education & Philanthropy

Nicole has an associate degree in psychology. She brings a long history of customer service and management experience. She was the COO of a travel company before joining XML. She has been with XML Securities (previously Lara, May & Associates) since 2014. She has obtained the FINRA series 7 and 66 qualifications and recently became a licensed insurance agent. Nicole continues to educate herself and pursue additional licensing. She thoroughly enjoys helping people and making sure that their needs are met. In 2012, Nicole moved to Colorado from South Florida and fell in love with the small-town lifestyle. She is an avid animal lover with two dogs, that mean the world to her. On the weekends, you can catch her skiing, hiking and traveling with her husband. She is currently looking to relocate to XML’s headquarters in Rockville, Maryland and to be closer to her family. FINRA’s BrokerCheck | 2B Supplement