Nichole D. Raftopoulos, Board Member
CEO & Founder, Nvest Financial, LLC
Committee Membership:
Finance & Investments Committee
Information Security Committee
Social Responsibility/Customer Satisfaction Committee
About Nichole
Nichole joined the Board in June, 2024. She is the CEO and owner of Nvest Financial, LLC, which she founded in 2003 and currently has offices in Kennebunk, Portsmouth and Danvers, MA. Nichole focuses on financial planning and client education, and also shares leadership of the marketing arm of her firm.
Nichole is a certified financial planner. She received a Master of Science degree in financial planning from the College for Financial Planning with coursework completed at Northwestern University. She also received the following designations: Master Planner in Advanced Studies (MPAS), Certified Divorce Financial Analyst (CDFA), and an Accredited Investment Fiduciary (AIF).
Along with Nvest Financial, Nichole is the president of Nvest’s philanthropic non-profit “Operation Love… from home”.
Nichole resides in Rye, New Hampshire with her husband George, who co-manages Nvest Financial.
As you have come to know more about the bank over the past few months, what has surprised you most?
“I always knew KSB was a great bank. What I have learned so far, is that it is a SPECIAL bank with heart and a great culture. That is not an easy thing to create or maintain but it is amazing to see and it makes me even more proud to be a part of KSB.”
