Nicole Price is an associate wealth advisor with Kraft Asset Management, LLC (KAM), where she assists KAM wealth advisors with overall management of client relationships and portfolios.

In addition to assisting clients with portfolio management, Nicole works with them to develop financial planning strategies, including investments, tax diversification, estate planning, insurance, and retirement planning.

Nicole also helps monitor client activity, cash needs reports, tax information, and any applicable alerts or deadlines for clients’ asset flows, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

Nicole has 25 years of experience in wealth management and financial planning for business owners and high net-worth individuals, including 14 years as vice president and financial advisor at Wells Fargo Wealth Management and eight years at Merrill Lynch.

Certifications

Life, Accident, and Health Insurance Licenses, Tennessee

Previous Certifications
Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 Licenses

Education

BS in Business Economics, Florida A&M University
MBA in Finance/Marketing, Saint Louis University

Involvement

Current Involvement
Georgia Center for Nonprofits, series presenter
Friends for Life Foundation, Inc., co-founder
Alpha Kappa Alpha Sorority, Inc., member
Previous Involvement
Atlanta Women's Foundation, board
United Way of Greater Atlanta, Women's Leadership Council board member, African-American Partnership board member

Professional Achievements

"Women and Philanthropy," white paper commissioned by Emory University, contributor
"Growing Wellthy" by Stevyn Guinnip, contributor
"Chic Perspectives" radio show, featured guest