Advisor Showcase - Nicole Milone

Nicole Milone’s Journey as a Financial Advisor

When COVID-19 lockdowns began in early 2020, one wealth management firm was already well prepared for the work-from-home transition. With clients in 23 states, remote client arrangements were common for Money Counts, the all-female firm based in Charlotte, NC — including LPL Financial advisor Nicole Milone. “The difficult part was the emotional piece around it for ourselves and our families, and also for our clients,” Nicole said.

That genuine empathy has fueled the career growth for this 20-year industry veteran, who balances many roles in a given workday — advisor, volunteer, mentor, mom, and spouse — with the last two always receiving priority treatment.

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