Nicole Tripp
Senior Client Associate
Nicole Tripp is the Senior Client Associate at the Private Wealth Des Moines office. She supports the team by assisting with account maintenance, transfers, and transitions for high-net-worth clients with complex investments, helping ensure a seamless client experience.
Before her role at Private Wealth, Nicole worked in a client service role in the financial planning industry. She has a genuine passion for helping her team, making clients feel supported and building lasting relationships based on trust and personalized care.
A Des Moines native, Nicole currently lives in Norwalk with her three kids (Harrison, Charlotte, Preston), their Great Dane Juno, and their cat Pearl. She loves reading, spending time outdoors, traveling anywhere with a beach and trying new restaurants.
Years of Experience:
Designations/Certifications/Classes
- Intro to Financial Planning – Florida State University
Community Involvement
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
My can-do attitude and genuine desire to help others set me apart. Clients and team members know they can come to me with anything, and that I will dive right in and help.
Where are you from? Where did you grow up?
Grew up in Des Moines, Iowa.
What are your hobbies or favorite things to do in your free time?
Reading, spending time outdoors, traveling (especially to a beach), and any activity with my kids.
Favorite TV show, movie, or band?
Anything from the 80’s, like me!
What motivates you or makes you happiest in your role?
Being able to use my skill set to ease the workload for other team members allows them to focus on their most important tasks.
What is the best piece of financial advice you ever received?
Start saving early, and stay consistent.
Where is the coolest place you’ve ever visited, or want to visit?
The Notre Dame campus in South Bend is one of the most beautiful places I have seen in the US. A dream vacation would be to visit Greece.