Nicole Primack Andres is the leader of Primack & Associates, a Merrill Private Wealth Management group. Nicole directs the design of customized wealth strategies for a select group of high net worth families, public and private company executives, entrepreneurs and retirees. Her process is defined and she uses a precise discipline to help each client achieve their objectives through bespoke investment management, trust and estate planning services, business and professional services, philanthropic services, and access to structured lending through Bank of America, N.A. The depth and breadth of product solutions and intellectual capital at the Firm helps Nicole achieve these goals.
Nicole prioritizes clarity, transparency, and accessibility, seeking to optimize each client’s experience through her strong service ethic and dedication to client well-being. As the architect of client portfolios, Nicole integrates each family’s unique goals, risk tolerance, time horizon, and income needs, by leveraging the extensive capabilities of the firm and many of its product specialists. A firm proponent of client education, Nicole enjoys helping families make informed decisions about the intersection of their personal, professional, and philanthropic priorities.
Over the course of her 30+ year career, Nicole has earned a number of national honors as a Financial Advisor. Barron’s magazine has distinguished her one of the Top 100 Women Financial Advisors from 2007 – 2015 (Published annually in June. Rankings based on data as of March 31 of current year). Additionally, she is ranked by Forbes Magazine in their Top Women Best-in-State Wealth Advisors" 2022 and 2023 (Published annually in February. Rankings based on data as of Sept 30 of prior year) while also named to Forbes "America's Top Women Wealth Advisors" 2019 – 2021. (Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year). A frequent media contributor, she has appeared on CNBC’s Squawk on the Street and enjoys speaking at industry conferences and functions.
Prior to joining Merrill, Nicole was a Director with Credit Suisse Private Bank, where she spent fifteen years advising high-net-worth individuals, family offices, international clients, corporate executives, and entrepreneurs. Previously, Nicole worked for nine years in the Private Client Services division of Donaldson Lufkin &Jenrette (DLJ) prior to its acquisition by Credit Suisse in 2000. Nicole began her financial services career in 1990 at First Manhattan Company in its Research Division. She earned her B.A. with Honors from Vassar College and has completed graduate coursework at Fordham University’s Gabelli School of Business.
Nicole resides in Chatham, New Jersey as well as in Sea Girt, New Jersey, with her family. She stays active in Vassar alumnae activities and has also established an affiliation with the Parent Leadership Council at the University of Dayton. She and her family have established academic scholarships for students at Flagler College in St. Augustine, Florida, as well. Nicole enjoys the outdoors and all forms of exercise including running, biking, and walking. She also likes to explore new travel destinations with her family and friends. Nicole’s twin sister, Lisa Primack, joined Merrill in 1996 and is currently a Senior Vice President, Senior Financial Advisor based in Wilmington, Delaware.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
*Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year.
The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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