Nicki Cromer, MBA

Director of Retirement Operations

Nicki Cromer has joined our team as the Director of Retirement Plan Operations. She holds a Series 7, Series 65 & Life, Health & Annuity (215) License, and has been in the industry for 10 years. Nicki was raised in Savannah, GA and attended Georgia Southern University where she earned her Masters of Business Administration and BBA in finance with an emphasis in financial planning.

She began working with retirement plans for a third party administrator in Charleston, SC as an investment advisor & enrollment counselor. She moved to Jacksonville in 2006 and began working as a retirement plan account manager for a financial planning firm where she ultimately became the Director of Retirement Plans & Insurance.