MUTUAL FUNDS . INVESTMENTS   

Private Wealth Managers


 

Nicole Murrell
Wealth Manager

Nicole Murrell is a Wealth Manager with Guardian Asset Management. Nicole has been in the financial services industry for over fifteen (15) years and has solid experience in the areas of general banking, stockbroking, sales, investments and wealth management. Prior to joining the Guardian Group, Nicole worked with Republic Bank Limited and Bourse Securities Limited. At Bourse Securities Limited, she was responsible for the management of a unit spearheading the marketing and sales initiatives. She also gained extensive knowledge in stockbroking. Nicole joined the Guardian Group team in 2008 and has been dedicated to providing high net worth individuals and institutions with tailored financial advice that helps to ensure financial peace of mind. She currently manages TTD$98 million in assets under management.

As a designated Wealth Manager, Nicole is one of the select wealth management professionals recognized by the Guardian Group for her experience in providing comprehensive wealth advisory services to the company’s private wealth clients and institutions. Nicole has been known for her excellent customer service and client relationship management with her portfolio of clients over the years.

Her approach to doing business is by taking the time to understand her client’s individual needs by having a personalized discussion; this interview is instrumental in discovering the client’s specific needs and objectives. If any needs are uncovered that she can assist with, she will then prepare some recommendations for the client’s consideration that will help accomplish their individual goals, even if it means recommending a solution that is not part of Guardian Asset Management’s range of investment solutions.

Nicole graduated from the University of Lincoln with a Bachelor’s honors degree in International Business Administration. She also holds the Certificate for Financial Advisors (Cert.FA) from the Institute of Banking & Finance-Trinidad and Tobago. She is currently in the final stages of completing the International Masters in Business Administration degree with the Arthur Lok Jack Graduate School of Business.

Nicole has a passion for helping others and as such has been involved in charitable activities both at work and in her community and church. In her spare time, she enjoys travel, music, reading and golf.

Contact Information
Mobile: 1868 774 1560
Email: .(JavaScript must be enabled to view this email address)

 

 

 


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