Broker Check


Nicole Morris / Client Relations

As the Customer Service Specialist for Integrated Wealth Management. I am the first person people speak to when they call into the office. As I schedule appointments, organize client events, monitor client life celebrations and facilitate solutions to client questions, I am the person with whom you will have the most interaction. I am focused on continuing to do this for Integrated Wealth Management as I grow into larger roles of responsibility on the operations side of the business.

My personal experience with taking care of my grandmother and mother in their later years of life has taught me that planning for your future is most important. I hope to never be a burden on my children and to teach them to plan just as well for their futures.

For the past 15 years I have enjoyed working in customer service as a restaurant manager. As my priorities have shifted to raising a family, I love that I can continue to do that here at Integrated Wealth Management. I look forward to continuing my education in the classroom as well as with the amazing people I work with. I feel I have done my job when our clients feel at ease sharing with me.

A perfect day is one spent in the garden with my husband, daughter and two dogs, tending and watching the garden grow, while teaching those around me to always keep eyes open for small miracles. My family enjoys giving our time and money to our favorite local businesses. Building those relationships gives us the small town feel we love. We plan to continue to grow our family and lives here in San Jose where we were born and raised.