Mr. Nicholson has over 27 years of investment experience managing for individual and institutional investment consulting clients with Wells Fargo Advisors Financial Network. He holds the Series 7 and 65 security registrations and is a Certified Investment Management Analyst® (CIMA®), designated through the Investments and Wealth InstituteSM. Prior to his association with Wells Fargo Advisors Financial Network, Mr. Nicholson was an Asset Specialist with Grant Thornton in Atlanta, Georgia, and a Public Finance Officer with Nations Bank Capital Markets Group, also in Atlanta. Joe holds the distinction of Senior PIM Portfolio Manager and is proficient in PNF analysis through Dorsey Wright & Associates.
Joe is also a Professional Member of Kingdom Advisors which is non-profit organization for Christian Financial professionals
Mr. Nicholson holds a Masters Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. He has served as President of the NAMI of Charleston and founding Treasurer of the Alzheimer’s Association of the Low Country, and past founding Treasurer of the non-profit Carolina Autism. Joe also served on the board of the College of Charleston’s Alumni Association and treasurer of the non-profit Coastal Crisis Chaplaincy. Originally from Greenville, Joe and his wife Nicole reside on John’s Island with their daughter and son and are members of St. Michael's Church in Charleston. At St. Michael’s he is active in Dave Ramsey’s Financial Peace University and Cursillo ministries. As past treasurer of the LowCountry Ford Model A Club he enjoys driving to work a 1930 Ford Model A Town Sedan and 1930 Ford Model A Truck.
* All Investments & Wealth Institute certified individuals agree to abide by a Code of Professional Responsibility. They also remain up to date in their field by completing 40 hours of continuing education every two years.