Nicki Biamonte

Credentials:
  • CLTC®
  • LUTCF®

Focus: Insurance Strategies, Special Care, Business Owners, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

My areas of expertise include:

  • Retirement Planning
  • Income Protection
  • Insurance Analysis
  • Investment Management
  • Employee Assistance/Transition Solutions Specialist
  • Estate Planning
  • Business Succession Planning
  • College 529 Plans
  • Special Care Planning

 

As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families. My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members.

I am a graduate of St. John’s University in New York where I received my Bachelors of Science degree. I have been a Financial Services Executive for over 24 years and have earned the Certified in Long-Term Care Planning (CLTC) and Life Underwriters Training Council Fellow (LUTCF) designations. In addition, I hold FINRA Series 6 (Investment Company and Variable Products), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law) registrations, as well as life and health insurance licenses.

My husband Alex, myself and two daughters Rachel and Leah reside in Merritt Island, Florida where we are active volunteers in our church community, and enjoy golfing, camping and boating in our free time.


I am licensed to sell Insurance Products in the following jurisdictions:

Florida, New York, Alabama

I am licensed to sell Securities Products in the following jurisdictions:

Florida, New York, Alabama

 

Nicki A Biamonte, CLTC, LUTCF, Melbourne, FL

See Nicki’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Nicki

*Fields are required

Melbourne Satellite Office

Satellite Office

140 C Interlachen Rd
Melbourne, FL 32940

L0816475836[exp0917]