As a Financial Advisor, Nicole is responsible for managing client relationships and coordinating all aspects of client service for the team. Prior to joining RegentAtlantic, Nicole worked as a financial planner and analyst for Wachovia Wealth Management, focusing on estate planning for high net-worth individuals, families, and small business owners. Prior to her position at Wachovia, she worked at a multi-family office in New York and for a small private wealth manager in New Jersey. Nicole obtained a JD from Rutgers School of Law in Newark and is a licensed attorney with the state of New Jersey. She is also a CERTIFIED FINANCIAL PLANNER™ certificant. Nicole received a BA from Bucknell University.

As Team Leader, Jim is responsible for managing client relationships and coordinating all aspects of client service for the team. Prior to joining Regent Atlantic in 2007, Jim served as a Wealth Management Specialist for USI Bertholon Rowland, an insurance brokerage catering to law firms and bar associations. He also worked as a Financial Advisor with New England Financial, a subsidiary of MetLife. Jim received his BA in Economics from Rutgers University, as well as an MBA with a concentration in Finance and Marketing from Rutgers Graduate School of Management. He holds a CERTIFIED FINANCIAL PLANNER™ designation and is an adjunct professor at Fairleigh Dickinson University in the CFP® program. Jim is an active member of the Financial Planning Association and serves on the Allied Professionals and Public Awareness committees. He's also a member of Regent Atlantic's Estate Planning Committee. Prior to his career in financial services, Jim held various marketing and sales positions in the music and media industries.

As a Financial Advisor, Lesley is responsible for managing client relationships and coordinating all aspects of client service for the team. Prior to joining RegentAtlantic, Lesley was a Vice President in the Private Bank at Citigroup focusing on relationship management and business development. Before that she spent 11 years at U.S. Trust Company in the Financial Planning department providing financial, estate and investment planning to high-net worth individuals, corporate executives, multi-generational families and venture capitalists. Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University.

As an Analyst at RegentAtlantic, Jeffrey is responsible for making investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals.  He also serves on the firm's Financial Planning Committee and is a member of the Financial Planning Association of Philadelphia.  Jeffrey brings to RegentAtlantic over 2 years of experience in the financial planning industry, beginning his career as an Associate with Mercer Global Advisors.  He graduated from Colby College with a Bachelor of Arts in Political Science.  Jeffrey will be eligible to post the CERTIFIED FINANCIAL PLANNER professional designation in 2009 and is currently pursuing the ChFC designation.

As a Financial Advisor, John is responsible for managing client relationships and coordinating all aspects of client service for the team. He brings to RegentAtlantic almost two years of administration, compliance, and investment research experience working as an Associate with S.F. Ehrlich Associates. John is an honors graduate of Cornell University with a Bachelor of Science in Hotel and Restaurant Management with a focus in real estate development. He serves on RegentAtlantic's Investment Committee. John will be eligible to post the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and is currently preparing to sit for the Level 1 of the Chartered Financial Analyst exam.