Nicole McLeod, CFP®, AIF®
Vice President, Investments
CERTIFIED FINANCIAL PLANNER™
As a financial planner, Nicole creates, implements and monitors our clients’ financial plans. Her sincere and caring nature align with what attracted her to the financial services industry … the joy of helping people accomplish their goals throughout all stages of their lives. She strives to help clients achieve their financial, personal, professional and philanthropic goals during their lifetime.
Nicole joined Morgan Keegan in 2007 as a practice management consultant, training financial advisors on efficiency and productivity. In January 2011, she moved to the Nashville office to become a financial advisor and partnered with Andrew to create The Fowler Group. The team became part of Raymond James in 2013.
She graduated from the University of Tennessee, Knoxville, with a bachelor’s degree in business administration, majoring in finance and minoring in accounting. Continuing her education, Nicole earned her Accredited Investment Fiduciary (AIF®) designation and her CERTIFIED FINANCIAL PLANNER™ certification
Nicole currently serves on the Board of Directors for Make-A-Wish Middle TN. In her free time, Nicole enjoys spending time with family and friends, trying new local restaurants, and cheering on the University of Tennessee Volunteers.
Originally from Germantown, Tennessee, Nicole lives in Brentwood, TN with her family.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.