Nicole Randolph
Premier Banker
4959 S Cleveland Ave
Fort Myers, FL 33907-1399
About me
Background
Nicole Randolph is a Premier Banker and vice president with 21 years of financial services experience. She helps empower clients to use a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Nicole takes the time to understand what’s important to her clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation—through retirement and beyond. Nicole’s daily goal is to put her clients first by providing personal advice, exceptional service and care, and building their trust and confidence through high-touch attention, in-depth conversations, and technology. She and her team maintain contact and closeness with their clients with either virtual or in-person appointments.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
