Milton Nuckols CFP, CIMA

Milton Nuckols CFP, CIMA

Vice President Sales

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  • Timeline

  • About me

    Senior Vice President-Investment Officer, Senior Fundamental Choice Portfolio Manager, Senior Financial Advisor at Wells Fargo Advisors

  • Education

    • William Paterson University of New Jersey

      1991 - 1995
      Master of Business Administration (M.B.A.) Concentration in Finance
  • Experience

    • First Union Mortgage Corporation

      Jan 1990 - Jan 2000
      Vice President Sales
    • Wachovia Mortgage Corporation

      Jan 2000 - Jan 2006
      • Senior Vice President Sales

        Jan 2003 - Jan 2006
      • Senior Vice President Operations

        Jan 2000 - Jan 2003
    • Countrywide Home Loans

      Jan 2006 - Jan 2007
      Vice President Sales
    • Wachovia Mortgage Corporation

      Jan 2007 - Jan 2008
      Senior Vice President Sales
    • Wells Fargo Advisors

      Jan 2008 - now
      Senior Financial Advisor, Senior Vice President-Investment Officer

      I believe that today's investment climate offers unprecedented opportunities. At Wells Fargo Advisors, our mission is to help clients take advantage of those potential opportunities by providing them with three key tools:1. A clear understanding of their financial goals.2. a well-defined roadmap for achieving those goals.3. ongoing advise to help adjust their roadmap when their needs change.My services cover all areas of investment management, from investment and retirement planning to risk management and estate conservation. I focus on helping my clients develop a comprehensive, cohesive investment strategy that fits their unique needs and can help enable them to meet both short and long term objectives. Show less

  • Licenses & Certifications

    • Certified Investment Management Analyst®

      Investment & Wealth Institute®
      May 2018
    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards
      Sept 1995