Bowman J. Nicholson, CFP®

Bo Nicholson joined Financial Resource Management in 2016 after successfully completing the advisor training program at Merrill Lynch. Bo is focused on assisting clients in every stage of their unique financial journey. He uses a hands-on approach and frequent, personal client communications to focus on what clients truly need. He holds the CRPC® designation from the College for Financial Planning and the CFP® certification.

Bo grew up in Raleigh and is a graduate of the University of Georgia’s Terry School of Business. During his time in Athens, Bo traveled with a nationally touring band, composing and performing original music and serving as promoter as well as treasurer. Bo resides in Raleigh, NC and is a lifelong member of St. Michael’s Church. In his free time, he enjoys playing music, golfing and spending time at the North Carolina coast.

Bo holds his Series 7 and 66 licenses and serves as a financial advisor with Capital Investment Group, Inc. He is licensed in North Carolina for life, health, and long-term care insurance, and is also affiliated with Capital Investment Advisory Services, LLC.

Affiliated with Capital Investment Advisory Services, LLC.
Securities Offered Through Capital Investment Group, Inc. Member FINRA/SIPC

100 E. Six Forks Road, Suite 100, Raleigh NC 27609
(919) 831-2370

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Please contact us regarding your specific portfolio or financial situation. Investment products are not FDIC insured, not bank guaranteed, and may lose value. Past performance is not an indication of future results. The information contained herein does not constitute, and shall not be misconstrued as, a recommendation to purchase or sell securities.

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