Bowman J. Nicholson, CFP®, CRPC®

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.

Get in touch with Bo (Wanda or Greg):