Meet Nicole Nugent: Assistant Financial Representative and Office Manager

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Nicole Nugent, our Assistant Financial Representative and Office Manager!

Originally from North Babylon, New York, Nicole has always been interested in a career where she could work with numbers. That said, it's not surprising that she was a natural at math during her academic career! After her first job as a bank teller, she eventually landed a role as a new accounts representative, which then led to her being a mortgage loan officer. While working, she began taking college classes at night and realized that the financial industry was where she wanted to stay.

Upon receiving her Accounting Degree from Hofstra University here on Long Island, Nicole accepted a job on a bond desk and later decided to take the Series 7 exam. Today, she has 26 years of experience as a professional in the financial industry, and has been a member of the American Investment Planners LLC team for just about 8 years. When she first began with us in 2009 she assisted in managing our accounting needs, and since then she has also expanded within the firm to be our Office Manager.

When asked about her most memorable experience on the job, Nicole doesn't point to just one instance. Rather, she views each opportunity to help a client as one for the record books. And when she isn't sure of the answer to their question(s)? One thing's for sure - Nicole stops at nothing and will always take the time to research and find a solution.

Outside of work, some of Nicole's hobbies include shopping, cooking, gardening and fashion. Additionally, she also enjoys traveling, fitness, the beach, and spending time with family and friends!

Here at American Investment Planners LLC, we are extremely thankful to have Nicole as a part of our team. Her dedication to our clients and willingness to always go above and beyond is something we truly value!

For more information about Nicole, please check out her employee bio on our website!