Introducing our new Wealth Manager, Nicole Swanson!
Thursday, 08 November 2018
We are thrilled to welcome our new Wealth Manager, Nicole Swanson! After starting her career at Merrill Lynch in Madison, Nicole moved to Minneapolis in 2018 to join the team at Flourish Wealth Management. She loves working with clients and is excited to work at a boutique firm like Flourish, in a team environment that utilizes a broad array of financial tools and technology.
Nicole earned the Chartered Financial Consultant® (ChFC®) designation in 2017 after completing eight courses and two exams focused on real-life applications of key financial planning concepts and is currently a candidate in the CERTIFIED FINANCIAL PLANNER™ (CFP®) program.