Nicole Bailey

Background

About Nicole Bailey

For every client I advise, I necessitate that the relationship be built on mutual trust, confidentiality and respect. Coupled with significant experience and having a strong bond with clients allows me to make thoughtful, progressive decisions that are uniquely tailored to clients’ needs today and in the future. This is the cornerstone of a successful practice. Prior to joining Moneta, I worked at KPMG in the Federal Tax Department, where I worked with high net worth individuals and privately held financial institutions. Looking to expand my challenging and interesting work to all areas of a client’s life, I joined Moneta Group. What I find most rewarding in my role as a Partner is the peace of mind I am able to provide clients. By helping them understand their financial situations, developing attainable goals and laying out long-term plans for their success, clients can be sure that they, along with their future generations, are being cared for. Outside of Moneta, I enjoy a variety of fitness activities, traveling, and spending time with my husband.