FEATURE ARTICLE
Nicole Bacot IRA Specialist, Quest Trust Company
Returning to Her Financial Roots A By Charles Peckman, Contributing Writer for Originate Report s an IRA Specialist at Quest
added that the lessons learned from
she said. “Watching both of my
Trust Company, Nicole Bacot
her parents have been instrumental
parents work so hard served as a
says that every day is a new
in her professional development.
huge inspiration to me.”
– to assist clients through the
In
Bacot
This experience led to positions
complicated process of saving for
recounted working for her father,
within many companies, including
retirement
a broker, and attempting to absorb
Regions
as much information from him as
Principal Financial Group, Rodan +
possible. These beginnings, she said,
Fields, and Quest Trust Company,
led to ‘a fascination with finance.’
with whom she has been since 2020.
said she is ecstatic to return to her
“My dad taught me a lot about
Paired with her parents’ mentorship,
financial roots. When thinking about
analyzing the stock market and
Bacot said she cannot stress enough
this new chapter in her career, she
delving into investment strategies,”
the importance of having mentors
challenge – and a new opportunity
and
diversifying
an
investment portfolio. After taking time out of her career to
college,
for
example,
Financial
Corporation,
focus on caring for her children, Bacot
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