As part of the Wilmington Trust and M&T Emerald Advisory Services™ team, Nicole is a senior analyst in the fiduciary planning group. She assists the Emerald team in providing strategic and holistic wealth planning advice to high-net-worth individuals, successful entrepreneurs, executives, and their families by reviewing and illustrating their current plans, highlighting potential deficiencies, and modeling effective tax and estate planning strategies.
Nicole joined Wilmington Trust in 2016 in the Wealth Management division as a personal trust administrator and fiduciary advisor, helping to ensure each trust was administered in strict accordance with its specific provisions and the trust’s terms were carried out with the utmost fiduciary oversight.
Nicole holds a JD from Widener University Delaware Law School and earned a master of laws (LL.M.) in taxation and an estate planning certificate from Temple University Beasley School of Law. She earned her bachelor’s degree in communications from Ursinus College.
Nicole is a member of the Women’s Interest Network (WIN) M&T Resource Group and Fund for Women. She also coaches youth sports in her community.
December 15, 2020, GEM 28 — For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death.
