
Milton Nuckols CFP, CIMA
Vice President Sales

Connect with Milton Nuckols CFP, CIMA to Send Message
Connect
Connect with Milton Nuckols CFP, CIMA to Send Message
ConnectTimeline
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 - 1995Master of Business Administration (M.B.A.) Concentration in Finance
Experience

First Union Mortgage Corporation
Jan 1990 - Jan 2000Vice President Sales
Wachovia Mortgage Corporation
Jan 2000 - Jan 2006Senior Vice President Sales
Jan 2003 - Jan 2006Senior Vice President Operations
Jan 2000 - Jan 2003

Countrywide Home Loans
Jan 2006 - Jan 2007Vice President Sales
Wachovia Mortgage Corporation
Jan 2007 - Jan 2008Senior Vice President Sales
Wells Fargo Advisors
Jan 2008 - nowSenior Financial Advisor, Senior Vice President-Investment OfficerI 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 StandardsSept 1995
Recommendations

Gayle cooper, clu
Helping insurance producers identify & implement life and linked benefits (LTC) insurance solutions ...Placentia, California, United States
Prince noukoudodji
Innovation Consultant at Leyton at the end of his work-study program and open to new opportunitiesLyon, Auvergne-Rhône-Alpes, France
Zahira dhalwani
Corporate and Technology Strategy | Complex Delivery | Digital TransformationGreater Toronto Area, Canada
Joshua h.
Supply Chain & Logistics Manager at AmazonWashington DC-Baltimore Area
Giles todd
RNLI. Asset Planning ManagerGreater Bournemouth Area
Fatih can yaman
Visual Designer (Student)Istanbul, Türkiye
Hanna strowman, mm, rdn, ldn
Senior Director of NutritionGreater Boston
Marina chekh
HR ArmeniaYerevan, Armenia
Sayan dey
Rural Business and CSR ExpertRanchi, Jharkhand, India
Santosh pawar
PROJECT MANAGER| IT INFRASTRUCTURE SERVICES| PMI| AGILE| LEAN| ITIL| AUTOMATION| NETWORKS| DATA CENT...Melbourne, Victoria, Australia
Michael henning
General Manager at EASYCLEAR (PTY) LtdGauteng, South Africa
Jordan cicciarelli
Registered Nurse at Niagara HospiceLockport, New York, United States
Ahmed abdullah almuhanna
Senior ExecutiveSaudi Arabia
Houtan froushan
Accelerating the growth of purpose-led venturesLondon, England, United Kingdom
Bandeira, rodolpho
2º Oficial de Náutica / 3º Deck Officer at The OSM Maritime Group / Inglês FluenteRio de Janeiro, Rio de Janeiro, Brazil
Shani guhad
Product Collaboration Manager at SchibstedOslo, Oslo, Norway
Umesh maskeri
Vice President - Legal, Compliance & Company Secretary at Tata Securities LimitedThane, Maharashtra, India
Robin gillham
Case Manager and Content Writer - PixsyBerlin, Berlin, Germany
Mohit bokariya
Project JRF at CSIR-National Geophysical Research InstitutePune, Maharashtra, India
Mary beth oberlin
ArchitectSt Louis, Missouri, United States
...