Your Future: Attaining Financial Freedom

Friday, November 5th
3:15 pm – 4:30 pm

Focus
We have big dreams... buying a home, building a business, putting our children through school. How do we plan our finances so these dreams may come true? Leading financial planning experts discuss ways to ensure your family’s financial future and plan for unforeseen circumstances.

Panelist

Nicole Meyer, VP Private Client Services Group The Bank of New York

Nicole Meyer, Vice President Private Client Services Group, The Bank of New York
Nicole Meyer is Vice President of The Bank of New York’s Private Client Services Group. She counsels individuals and families in wealth management practices and techniques including asset allocation, investment management, asset manager selection and estate and financial planning.

Prior to joining The Bank of New York, Ms. Meyer spent three years with U.S. Trust Company in a similar capacity. Preceding her career in wealth management, Nicole spent 15 years in Corporate Banking, most of that time at Citigroup, in a myriad of strategic planning, business development, general management and relationship management roles. From 1997-2000 she served as the North American Quality Director for Citibank’s Six Sigma Quality initiative.

Ms. Meyer graduated, cum laude, with a B.A. in Economics and French from St. Lawrence University and an M.B.A. from the Wharton School at the University of Pennsylvania. She holds a Series 7 license and is a candidate for the Certified Financial Planning (CFP) degree through the College for Financial Planning.

She is active in civic and community organizations and sits on the board of the New York Chapter of the American Red Cross, serving as Chairperson. She also served on the Strategic Task Force Committee for the Red Cross and was instrumental in redesigning the organization’s vision and operational strategy. Nicole is also a Board member of the Wharton Club of New York. She is a member of the New York Road Runner’s Achilles Club and will walk this year’s New York Marathon, as a guide, with a handicapped athlete.

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