People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I truly enjoy helping to not only build, but also maintain lasting client relationships and helping our clients with their everyday financial needs."

Nikki Kingman

Client Service Associate

Back To Bios

Nikki Kingman is a Client Service Associate at The Colony Group. She assists with the day-to-day client activity such as documentation, transfer of funds and other non-investment related tasks. Nikki maintains regular communication with the clients to make sure their everyday needs are met.

Nikki served as a Client Service Associate at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Previously, Nikki worked for several years at Morgan Stanley as a client service associate and received her Bachelor of Science in Interdisciplinary Studies from the University of Central Florida.

Outside of the office, Nikki enjoys spending time with her son, friends and family, and weight training.