Nicole Grupp, CWS®

Experience

• 

  Bank of America

  Dec 2004 - May 2012

  Branch Manager
• 

  Frost Bank

  Oct 2012 - now

  Certified Wealth Strategist® Helping clients meet their overall financial goals by working with a dedicated team of professionals. Frost offers banking, investments and insurance. We take a comprehensive approach to our clients needs and listen carefully to what is important to them based on their life and family dynamics. We partner with our clients and their financial team, including Attorneys and CPAs to ensure that their entire portfolio is handled in a seamless and complimentary fashion. At Frost, everyone is significant and we are a safe and sound place to do business. We have been since 1868. It is my goal to develop a trusting relationship with my clients, one in which they know they can rely on me for guidance and advice. In turn, I will introduce them to the right team to accomplish their life goals. Each of my clients have individual priorities. Through consistent and thoughtful communication, I keep those priorities top of mind as changes occur in life. I am an advocate for my clients. They absolutely love how accessible I am and that at Frost, we answer our phones. Show less

  • Senior Vice President, Private Banking Sales Manager

    Nov 2018 - now

  • Private Banking Officer, Vice President

    Oct 2012 - now
• 

  Frost

  -

  Senior Vice President, Private Banking Market Manager