Nicolette Davicino, CFP®, EA

Senior Paraplanner

Getting to Know Nicolette

 

Nicolette joined Armstrong, Fleming, & Moore, Inc., in June 2017 as a client service associate following her graduation from George Mason University. During her time there, Nicolette participated in the Undergraduate Student Research Program (USRP), focusing on economic development strategies for low-income communities in Northern Virginia. Prior to joining AFM, Nicolette worked as a policy fellow for the Committee of Appropriations in the U.S. Senate, specializing in small business development and tax reform. As one of our paraplanners, she works directly with our clients by providing support for each client’s financial advisor.

Originally from New York, she enjoys traveling to her home state often and exploring her new neighborhood in DC. She’s especially partial to the Hirshhorn and Renwick Art Galleries in the Smithsonian collection.

Certifications & Education

 

BA/BS in Government Administration and Economics, George Mason University

CERTIFIED FINANCIAL PLANNER certificant

FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network®

ENROLLED AGENT, EA certification

More From

Nicolette Davicino, CFP®, EA

Insights from Nicolette & Josh, CFPs® and Enrolled Agents

March 5, 2024Nicolette Davicino, Josh Kaplan

Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…

Year-End Tax Review: Your Comprehensive Guide

November 22, 2023Nicolette Davicino

Presented by Nicolette Davicino, CFP®, EA As an Enrolled Agent who incorporates a tax lens into my work here with…

2023 Summer Reading List

July 24, 2023Christopher Rivers, Emilia White, Nicolette Davicino

Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world…

New and Noteworthy Changes Coming to 529 Plans

April 26, 2023Nicolette Davicino

529 Plans are education savings accounts that have been evolving since their creation more than twenty-five years ago. The enactment…

Medicare Changes in 2023

March 16, 2023Nicolette Davicino

As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…

Planning for Financial Literacy

May 26, 2022Nicolette Davicino

As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…

Building Back Better: New Administration Bets Big on the Economy

March 22, 2021Nicolette Davicino

President Joe Biden formally announced his COVID-19 stimulus plan on January 14, 2021, and on March 11, 2021, it was…

Pandemic Purchasing: buying a home during the time of COVID-19

October 1, 2020Nicolette Davicino

For many first-time home buyers last year, the process looked a little different than how they may have imagined. Open…

Spotlight on Women: In Business and Beyond

June 23, 2020Nicolette Davicino

Gender inequality in the financial industry, on both the professional and personal side, is not just a social or legal…

Diversification: Back and better than ever

July 1, 2019Nicolette Davicino

Diversification is in the running for one of the most-used words when describing any type of investment strategy. It bears…

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