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 try and live by Lou Holtz’s three rules: ‘Do the right thing, do the best you can, and always show people you care.’  These words guide me in both my professional and personal life."

Nikol Tennant, CFP®

Wealth Advisor

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Nikol Tennant, CFP® is a Wealth Advisor at The Colony Group. Nikol works directly with clients providing a wide range of wealth management and investment advisory services to meet their planning and investment needs.

Nikol served as a Relationship Manager and Financial Planning Specialist at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Previously, Nikol worked in various roles in the wealth management industry. Most recently, she served as a VP, Financial Controller at the Bank of Florida.

Nikol received her Bachelor of Arts in Finance and Accounting from Florida Atlantic University. In addition, she earned a CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.

Nikol is married with three children. She enjoys spending time with her family and dogs, reading and gardening.