DIRECT PHONE: 610-977-0271
Certified Financial Planner, The American College
B.S. Leadership and Consumer Economics, University of Delaware
Ms. Price is Vice President of Pennsylvania Trust. Her primary responsibilities include trust and investment advisory account administration and financial planning for clients of the firm.
With over 15 years of experience, Ms. Price joined Pennsylvania Trust from BNY Mellon Wealth Management where she was a Senior Portfolio Officer, managing high net worth family, guardianship, and various types of trust relationships. In addition to serving in a fiduciary capacity, she was member of the Investment Strategy Committee, which guided portfolio asset allocation for the firm. Prior to BNY Mellon, Nicole was at myCIO Wealth Partners and RBC Capital Markets.
Ms. Price is a member of the Financial Planning Association.