Celeste Nichols

Executive Assistant

  • What path led you to wealth management?

As an executive assistant, I didn’t necessarily choose wealth management. I do firmly believe that you should consider all aspects of your life to discover your financial and life goals. And I feel that working in wealth management aligns with my personal beliefs and helps me stay focused on my wealth goals.

  • What do you enjoy most about your role at TFO Phoenix?

Seeing what we come up with next. Sometimes we get ideas for projects that seem so large that it is inconceivable how the whole thing will come together. But in the end, things seem to turn out better than I could have imagined. As an example, the work we do with the younger generations of our client families. I think educating those generations is very important and we come up with creative ways to engage and educate.

  • What are some of your biggest influences?

Ernie Jones. He was the President of a small pension company and was my boss at my first office job. He was a great mentor. He passed away several years ago and the world is a bit smaller, quieter and less fun without him.

  • What are the most important lessons you’ve learned in life?

Put yourself in the other person’s shoes. There is more than one way to do things and allowing people to do things their own way can help you learn something.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.