Nicole Barbee

Nicole joined Merrill in 2014, her focus is on developing strategies for individuals, business owners, and families in order to help them achieve their goals. Nicole provides a wide array of financial or investment services including wealth management, retirement planning, college planning, and investment planning/ portfolio development.

Nicole believes managing wealth extends well beyond building investment portfolios and cultivating tax strategies**. It means collaborating with clients to define what matters most in their lives, then developing a plan to navigate through each of their life stages. She utilizes a hands on approach, tailoring strategies and advice to fit the unique goals and needs of clients as they plan for the next stage in life. Nicole received her MS and BA from the University of West Florida graduating Magna Cum Laude as a national honor society member.