Nicole Ilustre, CEPA®, CFP®

Wealth Advisor

Babylon, NY

As a Wealth Advisor at The Colony Group, Nicole works closely with high-net-worth individuals, business owners, and their families, offering tailored financial planning solutions. With a keen focus on business exit planning, Nicole specializes in guiding entrepreneurs through the intricate process of transitioning out of their businesses, while striving for a smooth transition to the next phase of their lives. Ensuring peace of mind and building strong relationships with clients is the driving force behind her work.

With two decades of experience in the financial industry, including eight years spent in Hong Kong, Nicole brings a wealth of expertise to her role. Prior to joining The Colony Group, Nicole worked at Thrivent Financial and previously served as Head of Portfolio Management at Aria Forum Wealth Management based out of Hong Kong.

Nicole holds a Bachelor of Arts in International Business from Rollins College and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Additionally, she is recognized as a Certified Exit Planning Advisor, further enhancing her ability to guide business owners through complex transitions.

Outside of the office, Nicole enjoys Sci-Fi books, baking, gardening, and spending quality time with her two daughters.

Published Insights

Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...