Nicole Randolph

Nicole Randolph
Premier Banker

4959 S Cleveland Ave

Fort Myers, FL 33907-1399

About me

Background

Nicole Randolph is a Premier Banker and vice president with 21 years of financial services experience. She helps empower clients to use a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Nicole takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation—through retirement and beyond. Nicole’s daily goal is to put her clients first by providing personal advice, exceptional service and care, and building their trust and confidence through high-touch attention, in-depth conversations, and technology. She and her team maintain contact and closeness with their clients with either virtual or in-person appointments.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Accounting
University of Maryland

Personal interests

Nicole was born and raised in Annapolis, MD and now resides on the Eastern Shore with her husband and two daughters. In their spare time, they coach their daughters' lacrosse teams and enjoy boating.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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