Nicky Amore

Elmhurst, Illinois, United States

Nicky Amore

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BA, English, Women's and Gender Studies, 2011

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My financial advising practice focuses on servicing families who are affected by special needs. I start with an initial consultation that includes an in depth financial plan. From there the family and I decide whether we are a good fit to work together and I build a financial strategy that includes an investment portfolio and I work with the families’ other advisors including estate planning attorneys and accountants to create a strategy that helps parents ensure that their child or children are cared for during the child’s entire life not just for the parents. As a part of the financial strategy, I do work with a variety of portfolio managers, insurance planning and strategic lending. With some of my clients, we also create a saving strategy that helps increase the probability of achieving their goals. If you have any questions or if there are any families that you would recommend for an initial consultation, I would be glad to be of assistance.

Request a Meeting
Available for:
Phone
Videoconference

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Skills & Interests:

Banking & Investments, Finance, Serving Special Needs Community, Alpha Phi Omega, Graduates of the last Decade (GOLD), Legacy Partners of Lurie Children's Hosptial, Professional Women's Club of Chicago, St. Ignatius College Prep Business Society, First Generation, Mentoring, Business Management, Business Solutions, Coffee, Crisis Management, Entrepreneur, Environmental Protection, Event Management, Event Planning, Finance Financial Products, Social Impact, Social Justice, Special needs