Nicole A. Vicencio

PresiDENT, CEO | wEALTH MANAGEMENT ADVISOR

Nicole A. Vicencio is President and a Wealth Management Advisor at the Pennsylvania office of Sequoia Wealth Management. For more than 15 years, Nicole has been providing high net worth individuals and families help to develop a comprehensive financial plan to pursue, address and manage their overall financial goals, as well as establish a purpose for their wealth for current and future generations. After developing a customized wealth management plan, Nicole will implement an investment program that meets the client's needs without exposure to undue risk.

Nicole also works closely with corporations to design and implement a retirement plan that will meet their company's needs for the long-term. As the plan financial advisor, Nicole will assist both management and the employees within the firm in the areas of retirement planning, risk management, and future income planning.