Nicole C. Carson CFP®, MBA
Owner & Wealth Advisor
Nicole C. Carson, CFP®, MBA is the Owner and Wealth Advisor of 2nd Story Wealth Planners. As an Advisor for over twenty years, she has partnered with professionals and business owners to share their own money stories and design a personalized plan to help achieve their goals.
2nd Story Wealth Planners was created to provide an opportunity for everyday people (not just the 1%) to have access to quality and holistic financial planning. Many of us have not had access to partner with Financial Advisors and we are changing that one client at a time. Nicole is on a mission to make financial guidance and education available for all.
Prior to starting 2nd Story Wealth, Nicole spent 10 years at Vanguard as a leader in the Ultra High Net Worth division working directly with advisors, clients, and business owners. In this role, she was responsible for managing client relationships from $5M-$1B in assets. She also worked at Lincoln Financial Group where she was responsible for partnering directly with advisors to grow and support their practices. In the start of her career, Nicole worked for a local credit union as a Registered Representative and Advisor to assist clients in achieving their financial goals.
Nicole earned her Bachelor of Science in Finance from DeSales University, and went on to earn her Masters in Business Administration at Holy Family University, graduating with Honors. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Some of her memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors.
When she is not spending time with her clients, she is spending quality time with her husband Tarif, daughters Karessa and Kennedy, and sons Chris and Michael.