Nina is a Senior Associate with True Capital Advisors and serves as our Client Concierge and Executive Assistant to Rebecca. With her extensive financial services background and dedication to excellence she is well equipped to handle all aspects of service for our practice.
Nina has over 19 years of financial industry experience and has previously worked at Merrill Lynch in both Washington, D.C. and Orlando. She is a Certified Financial Planner ™ professional, and holds securities licenses 7, 63, and 65. She also maintains life, health, and variable annuity insurance licenses in Florida.
She specializes in insurance and financial planning, social security, employee benefits and 401k plans.
Nina enjoys helping clients and assisting with estate, retirement income and financial planning for True Capital Advisors’ valued clients. She takes pride in providing impeccable client service and is a valued member of the True Capital team.