Nikki Sutcliffe is Stableford Capital’s Director of Advisory Services. Prior to joining Stableford, Nikki worked at Charles Schwab for five years where she was an investment advisor and most recently as a financial planner. She started her career as a portfolio manager at Girard Partners and worked there for seven years while helping to grow the firm. Nikki graduated from Penn State University with a B.S. in Finance and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2013.
17 YEARS > EXPERIENCE IN THE INVESTMENT INDUSTRY
15 YEARS > WORKING WITH HIGH NET WORTH CLIENTS
10 YEARS > ADVISING AS A CERTIFIED FINANCIAL PLANNER™