Financial Advisor

Nicole Carlon

When an individual suddenly finds themselves thrust into a scenario where they become responsible for the financial well-being of their household, it can be overwhelming and they may feel lost. They may have a desire for financial knowledge, financial control, and above all, financial independence, but are unsure where to start. Nicole’s great passion is helping those individuals, whether they are someone entering the workforce, a divorcee, a widow, or a homemaker, find financial freedom.

Collaborating with her clients’ accountants and attorneys, Nicole makes the process feel easy to understand and implement. She provides her clients with the tools to easily control their current situation, as well as, adjust strategies as life events demand. Nicole believes that a good plan is one that encompasses a multi-generational approach for a lifetime of trusted guidance.

Mrs. Carlon began her advisory career in Boca Raton, Florida after graduating Cum Laude with a B.B.A from Florida Atlantic University, specializing in Finance and Financial Management Services. With the eagerness to further enhance her offerings to her clients, Nicole became a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® practitioner.

When asked why she has such a loyal following, Nicole responded “I think the main thing my clients experience and appreciate when working with me, is a feeling that they are being heard. It is not just about numbers, but truly listening to what their needs and goals are and using the tools and resources at my disposal to guide them so they can meet those goals”

Ms. Esquire Facebook Group has Over 10,000 Members Throughout the World

Join Now

Ms. Esquire has been a great group, and special due to being mostly ladies, which brings a different vibe. Some of the activities we do during our monthly meetings bring the members closer to one another which is great. Also, all members are phenomenal and intelligent business owners, people you want to relate to and be around.

no image
Raquel Gomes

Ms. Esquire has helped my business significantly and has helped me personally as well. In addition to the numerous referrals that are passed back and forth, the connections I have made through Ms. Esquire have developed into long-lasting friendships as well as successful business relationships. Many of my closest friends are also my colleagues who are part of Ms. Esquire. Ms. Esquire has also provided me with valuable information such as scheduling and marketing tips, an opportunity to get headshots, and detailed instructions on creating a virtual business card.

no image
Jacqueline Revis
Get the Latest News and Events
Subscribe Now

"*" indicates required fields

Address*
This field is for validation purposes and should be left unchanged.