Dr. Nicole S., CFP®

Founder & CEO

“After 30 years of industry experience, I have much to contribute to the financial planning industry as a “teacher, trainer, mentor, and guidance counselor”. Vanderbilt Financial Group has proven to be a great ally with grit and commitment to see real change in communities across this country. I truly believe we have a great opportunity to collectively have a profound impact on the lives of everyday Americans.”

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Dr. Nicole, CFP^®.

Nicole has 32 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER^®professional. In 2007, Nicole founded and now serves as CEO of Harvest Wealth, a financial investment firm specializing in legacy planning, clergy compensation, and solo practitioner advising.

Entering the securities industry in 1991, she has a unique talent for monetizing business and life visions, creating strategies, and actionable plans that drive revenue, and working to address underlying emotional issues that can be obstacles to financial success. Growing up in a marginalized community in New Jersey, surviving the World Trade Center tragedy, and becoming a successful entrepreneur, Nicole has initiated and enhanced annual strategic partnerships with public and private entities to extend free financial guidance to underemployed and minority communities.

“Dr. Nicole Simpson is a finance veteran, with a combination of success, knowledge, and experience that is almost impossible to come by. In addition to that, her dedication to her clients and community makes her a perfect fit with Vanderbilt’s culture” – Joe Trifiletti, President

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.

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