As Chief Wealth Management Officer, Nicole leads the Wealth Management Department with locations in Mason City and Charles City and serves on the Executive Leadership Committee of First Citizens Bank. In her role, she supports all internal teams within the Wealth Management Department and works directly with clients on complex matters involving estate planning and trust administration.
“I am passionate about my work with families taking a proactive approach to helping them create and maintain their legacies and supporting my team to serve our clients well. My grandmother taught me about the value of education at a very young age and I continue that legacy through a commitment to curiosity and continued learning both for our clients and our team.” -Nicole Olson
EXPERIENCE & EDUCATION
• Nicole has been with First Citizens since September 2017
• Juris Doctor, University of Iowa - College of Law
• B.B.A. in Management, University of Iowa Tippie College of Business
• B.A. in Spanish, University of Iowa - College of Liberal Arts
• CERTIFIED FINANCIAL PLANNER®
• Southeastern Trust School Certificant
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Habitat for Humanity of North Iowa
Board Member
• Iowa State Bar Association (ISBA) Probate
Section Co-Chair
• Iowa Academy of Trust & Estates Counsel
• Iowa Trust Association Vice President
• Community Bankers of Iowa Board Member
PERSONAL
• Lives in Clear Lake with husband and four kids
• Spends free time reading, traveling, and enjoying friends and family
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. JD is an educational degree and the holder does not provide legal advice to customers.
