Rebecca Nicholson
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them.
Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program.
She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.
Expertise
Wealth management
Retirement income strategy
Income planning
College savings (529s, UTMA, etc.)
Work history
Bank Of America, N.a.
2017 - Present (9 years)
Merrill lynch, pierce, Fenner & Smith incorporated
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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