JOSEPH NICHOLSON, MANAGING DIRECTOR, WAS NAMED AS ONE OF FORBES BEST-IN-STATE WEALTH ADVISORS IN 2021 AND A PREMIER ADVISOR BY WELLS FARGO ADVISORS FINANCIAL NETWORK IN 2021

Charleston, SC - April 15, 2021
Joseph Nicholson, CIMA®, Managing Director, of Nicholson Wealth Management Group in Charleston, SC has been named as a Forbes Best-In State Wealth Advisors1 in 2021; as well as, on the Premier Advisor2 list by Wells Fargo Advisors Financial Network.

Both these accolades represent a list of professionals that come to work with one goal on their minds – helping their clients succeed.

“It’s an honor to be recognized by Forbes and Wells Fargo Advisors Financial Network” said Nicholson. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”

Joseph has been with Nicholson Wealth Management Group for 28 years and has 31 years of experience in the financial services industry. He holds an MBA from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. In 2000, he earned his Certified Investment Management Analyst? designation (CIMA®), through the Investment & Wealth Institute? from The Wharton School. Joseph also holds the distinction of Senior PIM Portfolio Manager and is proficient in PNF analysis through Dorsey Wright & Associates. Joe lives in Johns Island with his wife, Nicole, and their two children.

1 The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.


JOSEPH NICHOLSON ATTENDED FORBES|SHOOK ADVISORS SUMMIT

Las Vegas, NV. March, 1st 2020
Joseph Nicholson, Managing Director, recently attended the annual Forbes|SHOOK Advisors Summit. Hosted by Forbes magazine and SHOOK Research, the conference is an invitation-only forum attended by financial advisors from around the country to exchange ideas and best practices, with the ultimate goal of improving their businesses and serving the investing public in the best possible manner.

Attendees took part in sessions, led by industry experts as well as fellow Financial Advisors, which explored current issues from business development ideas and managing high net worth accounts and families to portfolio management and retirement planning.

Joe has been with Nicholson Wealth Management Group for 27 years and has 30 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. Joe lives in Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® NAMED A “PREMIER ADVISOR” BY WELLS FARGO ADVISORS FINANCIAL NETWORK

Charleston, South Carolina. February, 1st 2020
Wells Fargo Advisors Financial Network has named Joseph Nicholson, Managing Director , as a member of the firm’s Premier Advisor Program. The Premier Advisor distinction is held by a select group of Financial Advisors as measured by completion of education components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

“It’s an honor to receive this distinction” said Nicholson. “I am proud to have been given the opportunity to work with my clients and I am committed to helping them reach their financial goals.”

Joe has been with Nicholson Wealth Management Group for 27 years and has 30 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. Joe lives in Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® DESIGNATED A “PREMIER ADVISOR” BY WELLS FARGO ADVISORS FINANCIAL NETWORK

Charleston, SC. March 2, 2018
Wells Fargo Advisors Financial Network has designated Joseph L. Nicholson, CIMA® as a member of the firm’s Premier Advisor Program. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components, and professionalism.

"It’s an honor to receive this designation” said Nicholson, “Each day, I show up with one goal in mind—helping my clients succeed financially."

Joe has been with Wells Fargo Advisors Financial Network or predecessors for 25 years and has 28 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston.

Joe lives in Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® EARNS WELLS FARGO ADVISORS' "PREMIER ADVISOR"

Charleston, SC. April 7th, 2017
Wells Fargo Advisors has designated Joseph L. Nicholson, CIMA®, Managing Director-Investments, as a member of the firm's Premier Advisor Program. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components, and professionalism.

Nicholson has been a financial advisor with Wells Fargo Advisors for 24 years and has 27 years' experience in the brokerage industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston.

Joe lives in Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® EARNS WELLS FARGO ADVISORS' "PREMIER ADVISOR"

Charleston, SC. May 2nd, 2016
Wells Fargo Advisors has designated Joseph L. Nicholson, CIMA®, Senior Vice President-Investments, as a member of the firm's Premier Advisor Program. This distinction reflects Joe's achievement of professional success by meeting or exceeding Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment, and client-service best practices.

Nicholson has been a financial advisor with Wells Fargo Advisors for 23 years and has 26 years' experience in the brokerage industry. He 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.

Joe lives in Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® EARNS WELLS FARGO ADVISORS' "PREMIER ADVISOR"

Charleston, SC. March 17, 2015
Wells Fargo Advisors has designated Joseph L. Nicholson, CIMA®, Senior Vice President-Investments, as a member of the firm's Premier Advisors Program, a distinction that reflects Joe's achievement of professional success by meeting or exceeding Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

Nicholson has been a financial advisor with Wells Fargo Advisors for 22 years and has 25 years experience in the brokerage industry. He 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.

Joe lives on Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® EARNS WELLS FARGO ADVISORS' "PREMIER ADVISOR"

Charleston, SC. March 15, 2014
Wells Fargo Advisors has designated Joseph L. Nicholson, Senior Vice President-Investments, as a member of the firm's Premier Advisors Program, a distinction that reflects Joe's achievement of professional success by meeting or exceeding Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

Nicholson has been a financial advisor with Wells Fargo Advisors for 21 years and has 24 years experience in the brokerage industry. He 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.

Joe lives on Johns Island with his wife, Nicole, and their two children.


JOSEPH L. NICHOLSON, CIMA® EARNS WELLS FARGO ADVISORS' "PREMIER ADVISOR"

Charleston, SC, March 12, 2013
Wells Fargo Advisors has designated Joseph L. Nicholson, Senior Vice President-Investments, as a member of the firm's Premier Advisors Program, a distinction that reflects Joe's achievement of professional success by meeting or exceeding Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

Joe Nicholson has been a financial advisor with Wells Fargo Advisors for 20 years and has 23 years experience in the brokerage industry. He 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.

Joe lives on Johns Island with his wife, Nicole, and their two children. He is serving on the Board of the non-profit Costal Crisis Chaplaincy.


JOE NICHOLSON AMONG FINANCIAL ADVISORS ATTENDING BARRON'S ADVISORS SUMMIT

Orlando, FL, September 12, 2012
Joseph L. Nicholson, CIMA attended the eighth-annual Barron's Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Waldorf Astoria, September 12-14 in Orlando, FL.

This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

Joe Nicholson was one of approximately 400 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included: Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities (USA) LLC, Deutsche Bank Alex. Brown, LPL Financial, Morgan Stanley Smith Barney, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.


JOSEPH L. NICHOLSON, CIMA DESIGNATED A "PREMIER ADVISOR" BY WELLS FARGO ADVISORS

Charleston, SC, October, 2012
Wells Fargo Advisors has designated Joseph L. Nicholson, CIMA, Senior Vice President – Investments, Senior PIM Portfolio Manager as a member of the firm's Premier Advisors Program, a distinction that reflects Joseph's achievement of professional success through a consistent commitment to client service.

"Joseph Nicholson is among a select group of professionals at Wells Fargo Advisors who have achieved the status of Premier Advisor by consistently demonstrating his willingness and capacity to understand his clients' life goals, as well as an ability to develop and execute plans designed to help achieve their aspirations," said Jim Hays, president of the Wells Fargo Advisors Private Client Group. "Joe's high level of commitment to his clients sets a standard and serves as an example for others. We are very proud to have Joe Nicholson on our team."

To qualify for the Premier Advisors Program at Wells Fargo Advisors, Financial Advisors must demonstrate a high level of production and a commitment to professional service. The Premier Advisor Program represents the best of the best of advisors at Wells Fargo Advisors. Nicholson has been a financial advisor with Wells Fargo Advisors for 19 years and has 22 years experience in the brokerage industry. He has a Masters in Business Administration from the University of South Carolina and a Bachelors of Science from the College of Charleston.

Nicholson lives in Johns Island with his wife and their two children.


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