Meet Nicole Rivera,
Nicole comes to us with 6 years of experience in the life/health/variable products industry. Her background also includes customer service, accounting, and finance. As the Administrative/Marketing Assistant for RTI Wealth Management, Nicole will oversee customer relations, marketing, and community involvement. Nicole is responsible for ensuring the satisfaction of all clients, promoting, growing, and developing the practice.
When she’s not at the office, she enjoys spending time with her family; her husband Ross, daughter, Kylie, son, Isaiah, and their 2 dogs, Penelope and Logan. When she’s not watching her daughter play volleyball, or her son play soccer she enjoys reading, hiking, camping shooting pool and spending time with their extended family.
Nicole acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.