Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
After graduating from California State University of San Marcos with a degree in Finance, Nick started his financial advising practice at Merrill Lynch Wealth Management. Nick developed a passion for wealth management and financial markets as a regular listener to the Dave Ramsey Show and throughout his studies in multinational finance and economics. He learned the value of financial advice, during his time at Foresters Financial where he helped create financial strategies for teachers, firefighters, and other public service employees. As an Eagle Scout, Nick lives by the scouting oath to do his best, to do his duty and to always help others. Outside of the office, Nick enjoys playing golf, watching sports (baseball and football), and spending time with his family and friends.
Nick Brown and his team of investment and banking industry professionals leverage their experience, knowledge, and capabilities of Merrill Lynch Wealth Management to serve the unique needs of successful mid-career professionals in medicine and business, privately held businesses, retirees, and their family members. Delivered with persistency and transparency, we strive to implement research-driven investment management, continuous cash flow planning, credit/lending capabilities, and access to private banking to our clients. Built on teamwork, client involvement, and a financial strategy centralized around your objectives, we will put together a plan to get you where you want to go.
*Credit and Lending Services are through Bank of America, N.A.
California State University System
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retirement Plan Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
June 23rd, 2020|9:00 AM - 10:00 AM
Register For Webinar Here
We are hosting this special event to educate our clients and investors on the rapid acceleration of digitization, medical innovation, and sustainable solutions, as a result of the COVID-19 pandemic. We will be joined by the Senior Investment Strategist Walt Czaicki, CFA at Alliance Bernstein. Walt will be explaining the thematic investment process across a variety of themes, such as:
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.