Nicole G. Carlon
Nicole is a Financial Advisor with SlateStone Wealth where her strong communication skills and open and warm demeanor are valuable to our client engagement success. Nicole creates comprehensive wealth-management strategies and guidance plans in addition to serving client needs. She collaborates closely with the firm’s executives and Senior Wealth Advisors as well as attorneys and tax professionals to assist individuals, executives and business owners to develop strategies that aim to effectively manage and protect their wealth.
Nicole has a BBA from Florida Atlantic University, specializing in Finance and Financial Management Services and is studying for the CERTIFIED FINANCIAL PLANNER™ certificate. Nicole lives with her husband in Boca Raton and enjoys taking long walks to the park with her dog Gunner. She enjoys overseas travels with family and friends and speaks fluent Portuguese.