Blue Water Advisors
  • About
    • Our Team >
      • Max Haspel
      • Matthew R. Rapoport
      • Brendan Hand
      • Sheryl Rothman
      • Brian May
      • Jeff Wund
      • Gwendy Nicklas
  • Process
    • Wealth Management Formula
    • Wealth Management Process
    • Investment Philosophy
    • Investment Process
  • Second Opinion Service
  • News & Commentary
    • Media Mentions
    • Commentary
  • Client Access
    • My BWA Planning Dashboard
    • My BWA Investments Portal
    • TD Ameritrade Access
    • Schwab Access

Gwendy Nicklas
Client Service, Office Manager & Executive Assistant

E-mail: gwendy@bluewateradvisors.com
Connect with Gwendy
Picture
Gwendy has been a key member of the BWA team since 2006.  She performs a wide array of duties, including client service, office management and executive administrative support. Gwendy greatly enjoys the daily external interaction with our clients and trusted strategic partners. She also values the internal BWA team dynamic. Gwendy keeps our service effort and operations running smoothly and efficiently.
 
Prior to joining Blue Water Advisors, Gwendy worked for eight years at Advisor Products, a firm that supports independent financial advisors. She started there specializing in graphic design, but quickly moved into Client Services and Project Management.
 
Gwendy attended the University of Maine, where she majored in Communications.  She lives on the South Shore of Long Island with her son, Steven, and enjoys reading, biking, boating and spending time with her family.



Picture
Back to Our Team

133 East Main Street, Suite 2D
Babylon, NY 11702
​Contact Us
IMPORTANT  DISCLOSURE INFORMATION
Phone: 631-539-7809
Connect with us

Blue Water Advisors is now The Colony Group!

We are delighted to have joined forces with our business colleagues at The Colony Group.

Widely recognized for its talent and capabilities, our new firm has received numerous industry recognitions. The Colony Group possesses a deep bench of talented experts including CFP® professionals, CFA® Charterholders, CPAs, attorneys, and more.

Building on what our clients have told us they value about BWA, we believe this partnership will provide access to additional resources and expertise, which will enable us to better serve clients in this ever-changing financial environment.

Please visit our new website

to learn more about Colony and to continue to access client portals.