Gwendy Nicklas

Gwendy Nicklas is currently the Client Service Manager at The Colony Group. Prior to that, they worked for Blue Water Advisors from July 2006 to December 2017. During their time at Blue Water Advisors, they held the positions of Client Service, Office Manager & Executive Assistant.

Blue Water Advisors is a company that specializes in wealth management for business owners, executives, senior financial industry professionals, doctors, lawyers and women in transition. Their services include investment consulting, advanced planning and relationship management. They also have a focus on tax mitigation, estate planning, cash-flow planning, charitable planning and risk management.

Gwendy was an integral part of the team at Blue Water Advisors and helped the company grow and succeed. Gwendy was known for their dedication to providing excellent customer service and their ability to manage multiple projects simultaneously. Gwendy was also instrumental in the implementation of new technology that helped to streamline the company's operations.

Learn more about Blue Water Advisors at http://www.bluewateradvisors.com.

Gwendy Nicklas graduated with a Bachelor of Arts in Communications from the University of Maine.

They work with Alexandra Miska - Client Service Manager, Michele Charno - Manager, Private Strategies Operations, and Victoria Pemberton - Client Service Manager. Gwendy Nicklas reports to Stephen R. Stelljes, Senior Wealth Advisor & President of Client Services.