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Boca Raton

Nikol Tennant

CFP®

Senior Wealth Advisor

5100 Town Center Cir, Tower Two, Suite 150
Boca Raton, FL 33486

Nikol Tennant

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Nikol Tennant

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • Series 65 license

About Nikol

Nikol works directly with clients, providing a wide range of wealth management and investment advisory services to meet their planning and investment needs.

Nikol is married with three children. She enjoys spending her free time supporting and watching her two daughters play on their travel sports team, soccer, and softball.

Education and Professional Milestones

-Florida Atlantic University – bachelor’s degree in finance and accounting

-Has also held various financial services roles, most recently for the Bank of Florida

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