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" 2022-2024 (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.
*Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client’s experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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