Nicole C. Carson, CFP®, MBA
Helping Women Executives and Entrepreneurs Write Their Own Financial Story
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Serving Clients Nationwide
Helping Women Executives and Entrepreneurs Write Their Own Financial Story
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Financial Life Planning
- Investment Management
- LGBTQ Couples
- Owning a Business
- Retirement Planning
- Taxes
- Women & Wealth
About Nicole C. Carson, CFP®, MBA
Hi, I'm Nicole Carson, Owner and Wealth Advisor of 2nd Story Wealth Planners.As an Advisor for over twenty years, I have partnered with professionals and business owners to share their own money stories and design a personalized plan to help achieve their goals.
2nd Story Wealth Planners was created to provide an opportunity for everyday people (not just the 1%) to have access to quality and holistic financial planning. Many of us have not had access to partner with Financial Advisors and we are changing that one client at a time. I'm on a mission to make financial guidance and education available for all.
Prior to starting 2nd Story Wealth, I spent 10 years at Vanguard as a leader in the Ultra High Net Worth division working directly with advisors, clients, and business owners. In this role, I was responsible for managing client relationships from $5M-$1B in assets. I also worked at Lincoln Financial Group where I was responsible for partnering directly with advisors to grow and support their practices.
In the start of my career, I worked for a local credit union as a Registered Representative and Advisor to assist clients in achieving their financial goals.
I earned my Bachelor of Science in Finance from DeSales University, and went on to earn my Masters in Business Administration at Holy Family University, graduating with Honors. I hold the CERTIFIED FINANCIAL PLANNER™ designation. I also hold FINRA licenses Series 7, 63, 65, & 24. Some of my memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors.
When I am not spending time with my amazing clients, I am spending quality time with husband, four kids, a very large family, and friends that are family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Association of African American Financial Advisors (AAAA)
- CFP Board
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Plymouth Meeting, PA, 19462
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' above to schedule an introductory call. This initial consultation is used to assess that we are a mutual fit for each other. We will discuss your goals, our process, fees, and services we provide. I look forward to speaking with you.Offers Investment Management
Yes
About 2nd Story Wealth Planners
At 2nd Story Wealth Planners, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for Small Business Owners, Executives, and Professional Women.Our goal is to empower our clients to create and preserve generational wealth.
We understand the unique financial challenges that many People of Color face, and we are committed to providing the education and resources necessary to help our clients make informed decisions about their financial futures.
Our services include investment management, retirement planning, tax planning, estate planning, and insurance planning. We work closely with our clients to understand their goals and develop a customized financial plan that is tailored to their specific needs.
Our team of experienced professionals has the knowledge and expertise to guide our clients through the complex world of finance. We pride ourselves on providing clear and transparent advice, and we are always available to answer any questions and address any concerns.
At 2nd Story Wealth Planners, we believe that financial literacy and education are key to achieving financial freedom and we're dedicated to providing the tools, resources and guidance to help our clients reach their financial goals. We are committed to fostering a culture of trust and integrity, and our clients can always count on us for honest and objective advice.
We look forward to working with you and helping you create a financially secure future for yourself, your family, and future.
Education
Holy Family University, Master's degree, MBA | DeSales University, Bachelor's degree, Finance, General
Hobbies and Interests
- Beach
- Family
- Gardening
- Pickleball
- Swimming
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Single Women
- Widow
- Women Professionals
- Women’s Finance
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