Nicole Rudd, CFM is the Senior Financial Advisor for The Garrett Group @ Merrill Lynch. Nicky has been with Merrill Lynch for over 7 years. She holds a BS degree in engineering from the State University of New York and Syracuse University, and an MBA from Villanova University where she focused on strategic planning and finance. She holds the Certified Financial Manager designation as recognized by the College of Financial Planning. Prior to joining Merrill Lynch, Nicky served in management at Georgia-Pacific Corporation. Nicky serves in a leadership capacity in many organizations including 2005 WINGS chair for United Way, Women in Technology (WIT) and as assistant Varsity girls lacrosse coach at Marist HS. Nicky and her husband, Dennis, have two children and currently reside in Marietta.
Our most deeply held principle at The Garrett Group and Merrill Lynch is clients come first. To help our clients meet their financial objectives, we listen to their personal goals and needs and then offer effective approaches to achieve them. We bring the power of Merrill Lynch resources that include expertise in planning, investment strategies and liability strategies to streamline client's financial life.
The Garrett Group is a unique team within Merrill Lynch. We work with individuals, businesses and non-profit organizations to help them manage all aspects of their finances. We have over 21 years of experience in portfolio management and financial planning. The team consists of two financial advisors and three senior support staff.
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