Nichole Matowitz
Nichole Matowitz
About Me
Nikki is a Financial Advisor with 12 years of experience currently serving the Stevens Point, Plover and Wisconsin Rapids markets. Through a detailed assessment of her client’s financial goals, Nikki helps individuals and their families develop long-term financial strategies to help put their dreams in sight.
Prior to joining the BMO Investment Services team, Nikki earned a Bachelor of Science degree from the College of Saint Catherine. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7 and 66, held through LPL Financial along with her life, health and annuities insurance licenses.
Nikki stays active in the community and is currently the Secretary for the Stevens Point Noon Rotary Club and is a committee co-chair for Pacelli Panacea. Nikki lives in Stevens Point with her husband and two children and enjoys tennis, the Green Circle and attending her children’s activities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management