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Nicol L. Fischer
Profile
Ms. Fischer began her career with Blue Cross Blue Shield of South Carolina, where she served as a financial analyst, responsible for analyzing cost trends for government contracts.
She was instrumental in developing tracking methods to capture $7 million in unbilled accounts receivables.
In 2000, she joined GlobalValue Investors, Inc. as Clients Relations Manager.
In her position, Ms. Fischer was responsible for managing client relationships, portfolio reviews and financial planning for individual accounts in excess of $1.5 million.
She worked closely with a diverse clientele throughout the United States and internationally.
Ms. Fischer joined FMA as Portfolio Director in 2004.
She is experienced in estate and retirement planning for high net-worth individuals and has a substantial working knowledge of wealth management and financial planning tools and theories.
Ms. Fischer is a registered investment advisor through FMA Advisory, Inc.
Ms. Fischer graduated from Presbyterian College in South Carolina with a bachelor’s degree in Business and Accounting.
She went on to complete the Financial Planning Certificate Program at Fairleigh Dickinson University in New Jersey.
Currently, she is a member of the Financial Planning Association.
Former positions of Nicol L. Fischer
Companies | Position | End |
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FMA Advisory, Inc.
![]() FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 2005-03-31 |
Global Investment Management Inc
![]() Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Corporate Officer/Principal | 2004-07-01 |
Experiences
Positions held
Linked companies
Private companies | 2 |
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FMA Advisory, Inc.
![]() FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Global Investment Management Inc
![]() Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Finance |
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