Nicollette Meyer is a graduate of Pace University's BBA Accounting and Finance program. Since 2012, Nicollette has worked alongside Melissa Levine, CFP® to increase the productivity, efficiency and successes of the office. She is responsible for client servicing -- which includes new account opening, maintenance of client and compliance records, client meeting preparation, and tracking new & existing business. She also is responsible for all marketing campaigns and organizing client events.
Nicollette holds her FINRA Series 6 and 63 registrations, as well as her NY Life, Accident and Health Insurance license.