Professional Directory

Nicole Ralph, CFP®, MBA

Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Other
Nicole Ralph

Nicole Ralph is a Senior Wealth Advisor based in the firm’s Madison, Wisconsin office.

Ms. Ralph joined BPW in 2015 and has over 15 years of experience as a global wealth advisor, specializing in holistic wealth planning for the complex lives of HNW and UHNW clients. She brings technical expertise in delivering sophisticated wealth planning solutions – investments, tax, estate planning and insurance strategies and the highest level of client service to affluent clients in various stages of life.

Ms. Ralph began her career as a stockbroker in London before returning to the US and launching her career as a financial advisor serving the US expat and foreign national community. She previously worked for Strong Investments, Merrill Lynch, and the Royal Bank of Canada Wealth Management. In all roles, Nicole’s primary responsibilities have always been to provide sophisticated financial advisory services to clients with complex financial needs.

Nicole Ralph holds the CERTIFIED FINANCIAL PLANNER™ professional designation, an M.B.A from the Wisconsin School of Business at the University of Wisconsin-Madison, and a BSc (Honors) in Anthropology from the University of London – Goldsmiths College.

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