Shawn Nicol, Financial Advisor located in Bellaire, TX

Financial Advisor
Shawn Nicol

CFP®, CEPA®
6575 West Loop S Suite 280, Bellaire, TX 77401opens in a new window
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Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Active Lifestyle
  • Hiking
  • Motorcycles
  • Personal Fitness
  • Volleyball

Team Members

  • Charissa Skinner
    Associate Financial Advisor
  • Gail Manuel
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(713) 665-8075

Fax

(866) 831-9304

Office Address

6575 West Loop S Suite 280
Bellaire, TX 77401opens in a new window

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