For every client she advises, Nicole Bailey, Senior Advisor on the Finerty Pietroburgo Carpenter Team, necessitates that relationships be built on mutual trust, confidentiality and respect. Coupled with her significant experience, having a strong bond with clients allows her to make thoughtful, progressive decisions that are uniquely tailored to clients’ needs today and in the future. This, Nicole says, is the cornerstone of her successful practice.
Nicole earned her Bachelor of Accountancy and Master of Accountancy degrees from Southern Illinois University—Carbondale. Prior to joining Moneta, Nicole worked at KPMG in the Federal Tax Department, where she worked with high net worth individuals and privately held financial institutions. Looking to expand her challenging and interesting work to all areas of a client’s life, she joined the Finerty Pietroburgo Carpenter Team at Moneta Group.
What Nicole finds most rewarding in her role as a Senior Advisor is the peace of mind she’s able to provide clients. By helping them understand their financial situations, developing attainable goals and laying out long-term plans for their success, clients can be sure that they, along with their future generations, are being cared for.
Outside of Moneta, Nicole enjoys a variety of fitness activities, including running, spinning, traveling, and spending time with her husband, Todd.
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant