Dr. Nicole B. Simpson Specializing In Financial Trauma, CFP® in

Dr. Nicole B. Simpson Specializing In Financial Trauma, CFP®

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Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional at Harvest Wealth Financial
📍 New York City Metropolitan Area, United States

Dr. Nicole B. Simpson is the Founder and CEO of Harvest Wealth Financial, a firm she established in 2007. A CERTIFIED FINANCIAL PLANNER® with a doctorate from Boston University, she specializes in creating strategies that drive revenue and build wealth. Colleagues and clients describe her as knowledgeable, credible, and thorough.

Her personal story is one of resilience, having grown up in a marginalized community and survived the World Trade Center tragedy on 9/11. This experience, combined with her strong faith, shapes her approach to her work and her passion for helping others overcome obstacles to achieve financial success and independence.

Unique fact: As a 9/11 survivor, she now helps clients navigate financial trauma and uses her experience to guide them toward restoration.

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Experience
18 Years
Current Role
Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Dr. shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dr. cares about

Financial Trauma
As a 9/11 survivor, she links overcoming personal trauma to achieving financial success and has made it a core part of her professional identity and practice.
Faith and Finance
She openly integrates her Christian faith into her financial principles, viewing her work as a way to help people build legacy and pursue their purpose.
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Career

Work history

11-2007
Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional
Harvest Wealth Financial
Financial Advisor/CERTIFIED FINANCIAL PLANNER® professional
PNC
Financial Advisor/CERTIFIED FINANCIAL PLANNER® professional
MetLife
Portfolio Manager/CERTIFIED FINANCIAL PLANNER® professional
Morgan Stanley
Financial Advisor/ CERTIFIED FINANCIAL PLANNER® professional
Legg Mason (Acquired by Franklin Templeton)
In the press

Media appearances

Dr. Nicole Simpson, Founder and CEO, Harvest Wealth Financial. Featured in Spotify
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Dr. Nicole Simpson, CEO of Harvest Wealth Financial, breaks down why the Black Church ... (video). Featured in Facebook
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Education
2017 - 2020
Research Doctorate
Boston University
2014 - 2016
Master's Degree
New Brunswick Theological Seminary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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