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Nicole strives to inspire confidence in clients making important financial decisions. A rare Chapel Hill native,
Nicole brings over 13 years of advisory experience and 18 years of financial expertise to the Chatham/Orange
County communities.

Nicole leads the Robertson/Frost Team and the practice sheds light on ESG (environmental, social and governance)
investing , special needs planning , LGBTQ planning, Long Term Care solutions, and estate settlement for our
client base.
Read more about Nicole Robertson.