8922 East Market St
Nicole Jervis is a wealth advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.
With over 15 years of experience in the financial services industry, Nicole’s business is focused on providing investment advice and strategies for a wide range of clients including individuals, non-profits, corporations and multi-generational families. As a seasoned advisor, she is committed to communicating, educating and providing a high level of customer service to all of her clients. Nicole aims to accurately assess each client’s present and future financial and investment objectives.
Recently, Nicole earned the CRC designation, which enables her to specialize in retirement income and pre-retirement strategies, estate planning and succession planning.
Nicole graduated from The Ohio State University in 2001 and holds her Series 7, 24 & 63 registrations through LPL Financial and series 65 registration through Stratos Wealth Partners, as well as her Ohio, Pennsylvania and Florida Insurance licenses.
Nicole resides in Brookfield, OH with her husband and two children. She is an avid runner, and enjoys traveling, college football and spending quality time with her family and friends. She is actively involved in Center Point Church and various organizations including the National Association for Professional Women.