Nikki Marshall, Senior Vice President, joined the firm in 2000 as a Wealth Advisor. Nikki has worked to attain a wide-ranging expertise in creating customized solutions for each of her client’s investment, estate and tax planning needs. Prior to joining the firm, she was a financial advisor at Sanford C. Bernstein & Company. Previously, she spent 21 years at Chase Investment Services Corporation and The Chase Manhattan Private Bank. Nikki received a BS from Russell Sage College (magna cum laude) and an MBA from Fordham University, Graduate School of Business.
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