Senior Vice President, Director of Charitable Solutions, Raymond James Trust
EdTalk 5: Charitable Giving Strategies to Differentiate Your Practice
This session will prepare you for conversations with clients looking for tax-saving strategies that will also simplify their charitable giving. Hear updates on the giving industry, the various charitable solutions to be considered, and learn ways to get the conversation started with your high-net-worth clients.
Nicole Hisler is the SVP, Director of Charitable Solutions, at Raymond James Trust. In this role Hisler leads the charitable solutions business for RJ Trust, including the team that provides general administration for RJ Charitable, a public 501c3 with a donor advised fund program. Prior to taking on this role in 2018, Hisler was the Director of Corporate Marketing for Raymond James and has worked at Raymond James since 2011. She spent 16 years in the marketing industry before joining RJ Trust. She started off working as a marketing director for her family’s MassMutual agency, Levin Financial Group, and two years later moved to a top local advertising agency, now named 22Squared, working on the Publix account. She also ran her own marketing agency for a few years and was an adjunct professor at the University of Florida – her alma mater – teaching social media management. In 2004, while active in the local community with the Greater Tampa Chamber of Commerce, Emerge Tampa Bay and Ad2, Hisler was recognized by the Tampa Bay Business Journal as a 30-Under-30 award winner. Currently she serves on the Board of Directors for Friends of the Children, Tampa Bay as well as Guardian ad Litem Foundation of Tampa Bay.