Experience: Team: Nikki Naylor
 

 

 
 
Nikki A. Naylor
Senior Advisor
CERTIFIED FINANCIAL PLANNER™ Practitioner
 
Nikki has been helping individuals in the financial services industry since 2000. She started as a securities analyst and trader for a money management firm and transitioned into a financial planner where she developed comprehensive strategies for mid to high net worth clients.
 
During her career, Nikki has worked with just about every aspect of our business. She has an unusual combination of operational experience and industry knowledge that allows her to immediately ascertain not only what should be done, but more importantly, what can be done.
 
In 2005, Nikki moved to Austin and joined Jim Cook, the founder of Austin National Financial Services. Nikki’s passion for working closely with individuals and having a direct and positive impact on their lives brought her to our boutique “client-centered” firm. Her experience and knowledge has made Nikki a valuable resource for our clients, our staff, and our advisors.
 
Nikki has a mix of curiosity that drives her to learn, compassion that drives her to care, and commitment that drives her to see even the toughest tasks through to their completion. She specializes in helping clients through difficult periods. She takes the time to learn each client’s situation, has the experience to guide them through their financial decisions, and has the ability to effectively communicate findings and/or solutions.
 
Nikki believes communication is the key to any investment strategy. She not only analyzes various markets and investments, but also through regular meetings, analyzes clients’ investment objectives and changing needs. This communication is what steers her ability to design portfolios that compliment each client’s stage in life.
 
Nikki graduated from Westminster College with a BS in Accounting. She also pursued and obtained her Certified Financial Planner™ designation. As explained on the CFP Board’s website, “Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements”. When Nikki is not serving clients, her favorite pastime is spending time with her husband and son. She also enjoys hiking and playing various sports.
 
Check the background of this firm and investment professional on FINRA's BrokerCheck
 
CFP®, CERTIFED FINANCIAL PLANNER™ and CFP(flame logo) are certifications marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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