Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
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Alexis McCarthy Associate Financial Advisor

Alexis McCarthy is an Associate Financial Advisor with Nicolet Wealth Management. Alexis was born and raised in Door County, Wisconsin. Growing up in a large family and close-knit community shaped her values of trust, compassion, leadership, and hard work – principals that continue to guide her approach with clients every day.

Alexis is a proud graduate of the University of Wisconsin – Madison with a Bachelor of Science in Personal Finance, as well as certificates in Business and Entrepreneurship. Along with her degree, Alexis currently holds Series 7, Series 66, and life insurance licenses. Her education background has built a strong foundation to provide comprehensive guidance tailored to each client’s needs. Alexis is committed to helping clients clarify their goals and create strategies that reflect what matters most to them.

Alexis currently lives in Sturgeon Bay and enjoys reading, golfing, hiking, traveling, and spending quality time with friends and family.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust and retirement plan level services offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.