A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Joel Robinson Nichols, CFP, CFS

First Vice President–Wealth Management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VI
  • WI

Education

  • Executive Program for Financial Planning Certification, University of Georgia Terry School of Busines
  • Master of Science in Financial Services, Concentrated studies: Portfolio Construction and Estate Planning, Institute of Business and Finance
  • B.A. History, Presbyterian College

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Fund Specialist®
One Independent Drive
Independent Square
Suite 1700
Jacksonville, FL 32202
  • (904) 301-3101

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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