Nicole Defoe

Nicole is a member of our Financial Assistant team, and her role is to provide essential support to both clients and team members, overseeing a variety of financial tasks and ensuring client accounts are managed and maintained correctly. Her invaluable background in customer service and finance has allowed her to excel in providing top-notch care to our clients. Nicole’s cheerfulness is immediately apparent over the phone but is best experienced in person!

Nicole is currently pursuing an Accounting Degree to expand upon her expertise in the financial field. She has over 15 years of experience working with customers, including over 5 years at a local financial institution. She has quickly become a highly skilled member of the Legacy Wealth team. 

Outside of work, Nicole enjoys spending time with her son, family, and friends, as well as working on jigsaw puzzles.