Nicole Dray CFP®

Nicole Dray, CFP®

Associate Financial Strategist

An associate financial strategist in the Wheeling office, Nicole works directly with wealth management clients, helping them achieve their financial goals. She is also a member of our Tax & Legacy Specialized Practice Group.

Licensing and Education

CERTIFIED FINANCIAL PLANNER® Professional
Bachelor of Science in Integrated Mathematics Ohio University

Accomplishments and Honors

At the beginning of her career, Nicole taught mathematics at the high school level and then moved into Finance. She has many years of experience at a Columbus (OH) RIA and more recently was working in accounting and commercial lending.

Community Involvement

Nicole is an Ohio Valley native and is an active volunteer for the American Cancer Society through Relay for Life (Wheeling) and other events, such as the Pittsburgh Steelers Basketball game. In her free time, she enjoys skiing, time at the pool, and rooting for all Pittsburgh sports teams.

Nicole’s Articles

Tax Planning

Roth Conversion Strategy: Is It for Me?

When considering if a Roth Conversion is right for you, it's important to evaluate your current financial situation, future income expectations, and long-term retirement goals. We encourage you to seek the guidance of a financial professional to review the complexities of this strategy. That said, here's an informative introduction to the Roth Conversion strategy — how it works, why one would consider taking advantage of it, and when it could make the most sense to be considered.

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A women smiling in an office, meeting with a client.

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