Client Relationship Manager
Nicole Bobek is a Client Relationship Manager who proactively strengthens relationships through supporting advisors in the Naples office with world-class service to each client. She chose a career in the financial wealth industry and specifically Summit because she enjoys working closely with clients and helping them to achieve financial goals for themselves and their families. She likes the constant innovation and continued learning that is part of Summit’s corporate culture as a leader in the wealth management industry.
Born and raised in Naples, she is a graduate of Florida State University where she earned degrees in Finance and Marketing. In June of 2015, she added the securities series 65 license to her list of accomplishments. Nicole’s energy and expertise are not limited to the office. If you run into her on the weekends, it’ll probably be under the sea. Nicole and her family enjoy the sport of diving and exploring marine life on their scuba adventures.