Nicole Wegman

Director of Financial Planning  
[email protected]


Nicole joins Element Financial Group with more than 12 years of financial planning experience. She is passionate about making financial advice accessible to everyone and firmly believes planning is the best way to deliver objective advice that will help clients achieve their goals. This passion is what drove Nicole to obtain her CERTIFIED FINANCIAL PLANNER™ certification in 2013.

Prior to Element, Nicole was with UBS Financial Services for seven years. As a valued member of the Wealth Planning Americas team, she was responsible for integrating financial planning practices into how UBS Financial Advisors work with their clients. She also held specialist roles at Modera Wealth Management and Morgan Stanley earlier in her career.

Nicole lives in Summit, NJ, with her husband, Nick, and their two little boys, Teddy and Charlie. Outside of the office, Nicole can usually be found running after a bike, scooter, boat, or any large vehicle catching the boys’ attention with a big smile on her face and ideally sand underneath her feet.