Nicole Ilustre, CEPA®

Associate Wealth Advisor

Babylon, NY

Nicole is an Associate Wealth Advisor at The Colony Group. She assists a team of wealth advisors with client service, portfolio management, research and assisting in client meetings. Building strong relationships and forming bonds of trust with clients is what drives her ambition.

Prior to joining The Colony Group, Nicole was an Office Professional at Thrivent Financial and previously she served as Head of Portfolio Management at Aria Forum Wealth Management based out of Hong Kong.

She graduated from Rollins College with a Bachelor of Arts in International Business.

Outside of the office, Nicole is a CrossFit enthusiast. She also enjoys Sci-Fi books, baking, gardening, travel and spending time with her husband and 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...