Nicole Keating is a Premier Banker, registered representative, and Investment Advisor Representative (IAR) with 13 years of financial services experience. She gets to know her clients and their families, what’s most important to them, and then helps them take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Nicole’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys by addressing their short- and long-term goals.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
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