Bo Nicholson

Bo Nicholson joined Financial Resource Management in 2016. Bo started his career at Merrill Lynch in Durham, NC, where he successfully completed the PMD training program. During his time there, he helped clients with all aspects of their financial lives, including investments, insurance, banking and trusts. 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.

Bo holds the CRPC® (Chartered Retirement Planning CounselorSM) designation from the College for Financial Planning and also the CFP® (Certified Financial Planner™) 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.

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