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Photo of Nicole Gabriel, CFP®

Nicole Gabriel, CFP®

Financial Strategist

As financial strategist, Nicole develops and implements comprehensive goal-based financial planning strategies for wealth management clients, non-profit agencies and retirement plans. She enjoys building and maintaining lasting relationships with her clients. Nicole is also a member of McKinley Carter's Financial Autonomy Specialized Practice Group.

Licensing and Education

  • Bachelor of Science in International Business Indiana University of Pennsylvania
  • Master of Business Administration Robert Morris University
  • FINRA Series 65
  • Financial Paraplanner Qualified Professional (FPQP™)

Accomplishments and Honors

Nicole’s extensive background in the financial services industry includes a combined 15 years at BNY Mellon and a leading Pittsburgh-based boutique investment manager. She is also a CERTIFIED FINANCIAL PLANNER™ professional.

Community Involvement

Nicole is a member of the executive board for the Open Wide Open Charity Golf Event which has raised funds for a variety of Pittsburgh charities such as Beverley’s Birthdays, Spenser’s Voice, Jeremiah’s Place and Orange Arrow. She enjoys traveling (in planes, trains and automobiles), attending concerts and theater shows and is an avid Pittsburgh sports fan. Nicole recently helped a friend achieve her goal of visiting all 50 states before turning 40—Nicole joined her in exploring 10.

Selected Resources

Nicole’s Articles
NLG Blog image retail investing

Surprising Positive Pandemic Outcome: A Surge in Retail Investors

The COVID-19 pandemic brought economic shutdowns, high unemployment rates, and market volatility; but it also highlighted that individuals should prioritize saving over spending. Research shows a surge in retail investors emerged as a direct result of the pandemic -- one now dubbed the "Generation Investor."

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Liquidity Without Liquidation – How to use Security-Based Lending

A Securities-Based Line of Credit (SBLOC) can give you much needed liquidity without liquidating your investments. Learn about the advantages and risks of using an SBLOC.

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Tax Refund Orange Button on Computer Keyboard Internet Concept

3 Ways to Lower Your Tax Bill

It's never too early to start preparing for your 2019 taxes. Here are 3 timely tax-saving strategies you can employ now to lower your tax bill next year.

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