Moneta Partner Nicole Bailey

Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020.

Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major advancements in Moneta’s maternity/paternity leave, paid time off and expense reimbursement policies during three years of service on Moneta’s Human Resources Committee. Her career trajectory at Moneta helped pioneer the firm’s position as an industry leader in succession planning. Her rise as a next-gen leader at Moneta generated fresh energy and progress internally while building trust and confidence amongst the families she serves.

Financial Advisor Magazine recognized Nicole as a rising star in the financial planning industry by selecting her to its annual list of “Young Advisors to Watch.” She was one of only eight advisors chosen from across the country.

“She’s a natural leader and has re-energized me,” said Moneta Partner Linda Pietroburgo. “I selected her to be on the HR committee because she is an influential advocate for people at Moneta. She’s always been a standout at Moneta, and widely respected. I knew she would do the work. She follows through and doesn’t let the ball drop. I needed people to roll up their sleeves and I knew she would be that type of person. She challenges herself to be the best she can be and holds herself to a really high standard.”

To read the Nicole’s “Young Advisors to Watch” profile, click here.

©2020 Moneta Group Investment Advisors, LLC, an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training.

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