Gail Nickse, CFP ®

Financial Advisor

Gail Nickse CFP reg

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While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Financial Planning
  • Investments
  • Insurance
  • College savings accounts/plans
  • Retirement Income Strategies
  • Annuities
  • Small Business Retirement Plans
  • Corporate Financial Wellness Education

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor
Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.

Mission Statement
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Experience
Gail has been a financial advisor at Waddell & Reed since 2005.
Prior to joining Waddell & Reed, Gail was an Assistant Vice President, Financial Writer at Putnam Investments in Boston, from 1994 to 2005.

Education
Cornell University, Bachelor of Science,1978
Boston University, Program for Financial Planners, 2004

Licenses/Certifications
Series 6, 7 and 63 securities licenses
Certified Financial Planner™ certification
Life/health Insurance licenses in MA and FL

Memberships
Business Networking International, Back Bay Chapter, Vice President
Somerville Chamber of Commerce
Financial Planning Association

Interests
Music. Gail sings professionally in the Greater Boston area. She sings in various dance bands and has has a club band, The Natural Wonders. In addition, she is a soloist with the Mystic Chorale.

Personal
Gail resides in Somerville, MA with her husband of 19 years.
Waddell & Reed is not affiliated with any of the organizations or companies listed herein.

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updated: 3 years ago