Nichole Demetria Raftopoulos
Directeur Général chez Nvest Financial LLC
Profil
Ms. Nichole D.
Raftopoulos is a Chief Executive Officer at Nvest Financial LLC.
She leads the team tirelessly and precisely regarding working with all aspects of a client's financial life, helping to educate along the way so clients feel they are making informed decisions about their personal financial matters.
She began her career in the financial services industry in 1995, having previously worked as an advisor with two large brokerage firms before founding Nvest.
She is a CERTIFIED FINANCIAL PLANNER practitioner and obtained her Master of Science in Financial Planning from the College for Financial Planning with course work completed at Northeastern University.
She is also an Accredited Investment Fiduciary® designee, Certified Divorce Financial Analyst™, and has the Master Planner in Advanced Studies designation.
Postes actifs de Nichole Demetria Raftopoulos
Sociétés | Poste | Début |
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Nvest Financial LLC
Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations. | Directeur Général | 14/05/2003 |
Formation de Nichole Demetria Raftopoulos
Northeastern University | Graduate Degree |
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Nvest Financial LLC
Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations. | Finance |