Niki Stanford

Niki has over 15 years experience with high-net worth individuals, families, and business owners to create peace of mind for her client’s life journey.

Her investment philosophy is anchored by the guiding principles of trust, integrity, and discipline. “It all starts with the cultivation of a strong relationship by understanding my client’s dreams and goals through life’s many financial transitions.” she says.

As a Senior Investment Advisor and Insurance Advisor, Niki has a relentless drive to deliver value tailored to her clients. She offers customized solutions for her clients in this ever-changing world.
She has earned a Master’s in Leadership Studies with many accolades and recognition both within the financial industry and throughout her professional career.

Niki leverages her diverse experiences in government, academia, not-for-profit and private sectors to deliver well beyond her client’s portfolio needs.