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Nicole Rutledge Regilio
Portefeuillebeheerder-Aandelen bij Resource Consulting Group, Inc.
Profiel
Ms. Nicole R.
Regilio is a Director of Financial Planning & Wealth Advisor at Resource Consulting Group, Inc. She joined RCG in February of 2002.
She has over 14 years of experience in financial planning and investment management.
As a wealth advisor, she works closely with clients and other professionals in preparing, implementing, and monitoring their financial plans.
She is also involved with the management and rebalancing of financial portfolios.
She facilitates the creation of financial plans geared toward families with young children and millennials.
Her understanding of the market and passion for mentoring has driven her to assist in developing plans that are innovative and timely to help RCG meet the needs of younger generations.
She is a member of The Financial Planning Association, the FPA of Central Florida and the Central Florida Estate Planning Council.
Ms. Regilio graduated from Florida Southern College with a bachelor of science in chemistry and a minor in biology.
She is a Certified Financial Planner professional.
Actieve functies van Nicole Rutledge Regilio
Bedrijven | Functie | Begin |
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Resource Consulting Group, Inc.
![]() Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Portefeuillebeheerder-Aandelen | 01-02-2002 |
Opleiding van Nicole Rutledge Regilio
Florida Southern College | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 1 |
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Resource Consulting Group, Inc.
![]() Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |