Nikki Agins holds the title of Assistant Vice President,and she has earned the Chartered Retirement Planning CounselorSM designation from the College of Financial Planning. Nikki joined the Naples office of Merrill Lynch in 2006 from Morgan Stanley. With more than 15 years of experience in the financial services industry, Nikki’s professional knowledge is focused on Asset Allocation, Risk Management, Wealth Transfer and Estate Planning services for financially successful women, couples and their families.
She is originally from upstate New York, but has been a resident of Florida for more than 20 years. Nikki’s hobbies include travel, entertainment cooking, physical fitness, spending time with husband Mike and daugther Madeline.
In servicing clients, Nikki consistently applies a Goals Based Wealth Management Process and continually proves herself as an “essential partner” to her clients and their professional legal and tax advisors. One of Nikki’s greatest strengths is her ability to listen and ask clarifying questions. She understands clients’ needs and goals, as well as concerns, and develops strategies and selects vehicles to achieve the objectives while closely managing risk. Nikki’s counsel includes concise financial advice and solutions, based upon the clients' risk tolerance, time horizon, liquidity needs and overall investment goals as well as helping to make the most of opportunities across a client’s total financial life.
Please let us know if we can help you and your family put together a plan. We'd be happy to provide references to our satisfied clients.
Nichola is extremely fortunate to work with a truly experienced and knowledgable Client Associate who helps with daily administrative client activities. Lori Rodriguez has been employed with Merrill Lynch since 1998. Her priority is providing our clients with white glove concierge service which she demonstrates everyday. She has won awards year after year recognizing this.