Bo Nicholson

About Bo Nicholson

Bo Nicholson is a lifelong Raleigh resident, raised in North Carolina’s capital alongside his two younger brothers, William and Henry. Bo has maintained deep personal and professional roots in the city that shaped him.

After high school, he attended the University of Georgia, where he earned a degree from the Terry College of Business in 2010. His time in Athens extended beyond the classroom. Bo was also a member of a touring rock band, Mama’s Love, which performed extensively throughout the Southeast. The band recorded original material at respected studios, including Southern Ground in Atlanta and with producer John Keane in Athens. These formative years offered lasting lessons in collaboration, discipline, and the value of shared purpose. These lessons continue to inform his work today.

Though his professional path ultimately diverged from full-time musicianship, Bo remains closely connected to music. He regularly performs in Raleigh with a local cover band, Steamroom Etiquette, and occasionally reunites with former bandmates for special performances. Music continues to provide him with creative balance and personal fulfillment.

In 2012, Bo joined Merrill Lynch as a financial advisor. He completed the firm’s rigorous Practice Management Development program and launched his practice through traditional grassroots efforts – cold calling, door-to-door outreach, and hosting educational seminars. These early experiences shaped his approach: relationship-driven, proactive, and grounded in service.

In 2016, Bo transitioned to Capital Investment Companies, partnering with Greg Hicks and Wanda Cooper at Financial Resource Management (FRM). He was drawn to the firm’s client-first culture and emphasis on long-term relationships. Since then, FRM has grown into a trusted advisory team serving high-net-worth families and business owners across North Carolina, with offices in Raleigh, Greensboro, and Atlantic Beach.