Client Portals

Nicole Bean

Nicole Bean is a marketing strategist who specializes in content and event strategy for W&A. Working closely with our wealth strategists and public relations team, Nicole’s role is to strategize meaningful and visually appealing content across all W&A platforms and to organize uniquely curated events for our clients.

An integral part of our development team, Nicole’s chief mission is to provide clarity to our clients. Her passion for collaborating on effective communication across all mediums pairs superbly with her design skills and photography and videography talents. This unique combination propels business development ideas forward.

Nicole was born on the Army base of Fort Huachuca, Arizona, and spent her early school life in Rochester, New York. She has lived in Okinawa, Japan; Seoul, Korea; and Nashville, Tennessee. She graduated from The Maryland Institute College of Art with a Bachelor of Fine Arts. Nicole currently works remotely from sunny San Diego, California.

What sets Waddell & Associates apart from its competitors?

“W&A is filled with humans, and when I say, ‘humans,’ I mean genuine, compassionate, caring individuals who derive true joy from serving others. This team actively measures its success with the impact we have on our clients’ lives each and every day.”

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