Nick helps individuals make sound choices about their investments so they can spend more time doing what they love. He focuses on providing individualized financial advice for his clients, as well as strategies tailored to their needs and goals. He puts the client at the center while leveraging the resources of both Merrill and the banking convenience of Bank of America to help the client achieve all of their financial goals. Nick values honesty and integrity and always vows to act in the client’s best interest.
Prior to becoming a Financial Advisor Nick was with Merrill as a Financial Solutions Advisor, where he worked with top teams to gain a better understanding of how to best meet all client’s needs. During his time in this program he earned the Accredited Wealth Management AdvisorSM designation, which exposed him to a plethora of estate planning and ultra-high net worth strategies and the Chartered Retirement Planning CounselorSM designation to help clients make educated decisions in preparation for retirement.
Nick has a Bachelor of Science in Managerial Finance and Real Estate from the School of Business at The University of Mississippi.
Nick is a Californian, born and raised in San Mateo. During his free time he enjoys rooting for any Boston sports team, trying new foods and wines, and playing pickleball.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets
- Dealing with inflation, volatility and other investment risks
- Portfolio strategies and opportunities to consider now
https://web.cvent.com/event/fb7aaaa3-3f2f-43a2-8373-003a8af5bbe7/register
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
