Nicole Calaro, Client Services Associate
Nicole Calaro joined Greenberg, Wexler & Eig, LLC in 2013. She is the firm’s Client Services Associate and has 2 years of experience in the retirement industry. Nicole is an Investment Advisor Representative and holds her Series 6, 63, and 65 securities licenses.
She focuses her time on participant services. She helps participants with plan level questions, enrollments, rollovers, investment allocations, and risk tolerance assessments. She communicates with record-keepers and third party administrators on behalf of the plan sponsor and participant. She also helps prepare for education and trustee meetings.
Nicole received a B.A. in Marketing and Information Systems from University of Maryland College Park in 2012. In 2013, Nicole started at GWE as the Administrative & Marketing Assistant. In 2014, Nicole was promoted to Office Administrator. During that year, Nicole assisted Bill with the Retirement Department and gained an interest. In 2015, she was promoted again to Client Services Associate, helping clients in both the Retirement department and the Insurance department.
Nicole loves playing flag football, camping, reading, and spending time with her friends and family. She currently resides in Silver Spring, MD.