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Meet our team

Nikki Moore - SVP of Wealth Management

Nikki is a Registered Representative of LPL Financial. Nikki is also a licensed insurance agent.

I am a firm believer in taking the time to get to know my client’s goals and fears, when it comes to their financial picture and needs. Working, one on one, with a client is not just a job to me, but a relationship and it’s important to understand each client individually. I love being able to educate and help people make better financial decisions.

Education

  • Bachelor of Arts Degree, Southern New Hampshire University, graduated Magna Cum Laude

Memberships

  • National Society of Leadership and Success
  • Women of Distinction member
  • Member of SALT (Senior Advisor Leadership Team)
  • Member of Rotary Club of Evansville

Career Highlights

  • Over 25 years of investment industry experience
  • SVP of Wealth Management, 2022

Personal

  • Volunteer activities include: Ronald McDonald House, Evansville Rescue Mission, and Holly’s House
  • Board of Directors for Evansville Philharmonic Orchestra

Members of Women of Distinction were recognized by CBSI, the representative’s former broker-dealer, for networking and mentorship opportunities. Based on experience, GDC, performance with their investment program, and contributions to the industry. Members of SALT were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them to a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.

Contact Nikki today and schedule your no-cost, no-obligation appointment.

ETFCU Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4233533.1-0122-0224