Broker Check


Nicole Morris | Partner/Operations Manager

Nicole has a passion for people and has spent her career in customer service and management. As Operations Manager for IWM, she is a woman who wears many hats-from hiring and staff development, project management, to daily business operations. Her main goal is to ensure IWM runs as efficiently and effectively as possible, while providing our clients with the best service in the industry.

Her personal experience with taking care of her grandmother and mother in their later years of life has instilled a lesson that planning for your future is most important. She hopes to plan well and never be a burden on her children, teaching them to continue to do the same.

Nicole has 15 years of experience in Operations and Management. As her priorities have shifted to raising a family, she loves the flexibility that Integrated Wealth Management provides. She looks forward to continuing to learn in both the classroom and through real world experiences.

When not in the office, she spends time with her partner Alex, and their two children, Ruby, 7, and Sam, age 1. A perfect day is one spent in the garden with her family and their dog, tending and watching the garden grow, while teaching those around her to always keep their eyes open for small miracles. Nicole and her family love supporting and building relationships with local businesses here in San Jose, where they were born and raised.