, Senior Wealth Advisor
One Gateway Center, 300 Washington Street, Suite 413, Newton, MA 02458
Nicolé Keane works intimately with multi-generational clients at all stages of their wealth-building and retirement years. As a Certified Financial PlannerTM, Nicolé believes that financial knowledge should be intelligible and attainable for all and is dedicated to helping families assess big life decisions and take the steps needed to achieve their goals.
Nicolé has a passion for charitable giving and enjoys crafting gifting strategies to meet each client’s personal, financial, and estate-planning goals. She co-authors Personal Financial Planning Handbook, published by Thompson Reuters, is a contributor to Ponderings, a weekly financial newsletter, and was associate producer for Safe Money in Tough Times, a 2021 public television special.
Nicolé brings over 15 years of financial experience to the Dakota team, including eight years with Jonathan D. Pond, LLC, which Dakota acquired in September 2023. Earlier in her career, Nicolé was Director of Client Relations for Institutional Products at Winslow Management Company (an ESG focused asset management arm of Canaccord Adams acquired by Brown Investment Advisory & Trust). There she built relationships with endowments, foundations, and pension funds, ensuring their investments aligned with their sustainability mandates. She has held the FINRA Series 7 and Series 63 licenses.
Nicolé is a CFP® professional and member of the Boston chapter of the FPA (Financial Planning Association). She holds a B.A. in English Literature from Wellesley College and completed the multidisciplinary Financial Planning Certificate Program at Boston University. In her spare time, Nicolé can be found in Maine, coaxing her 1850’s farm into the modern era, volunteering in her Brighton neighborhood, and baking for friends and neighbors alike.