Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Nick Nicholson, CFP®/CIMA®/CPWA®
Senior Vice President
Wealth Management Advisor
Nick is a founding member of The Nicholson Group and works with a collaborative, caring team who supports families with multigenerational wealth management. Because every client has specific financial and life goals, Nick helps them clearly answer a key question: What does their wealth mean to them? By working with clients of all ages—from grandparents to children—to understand what their financial lives mean to each family member, he helps them uphold strategic wealth management for generations.
A financial advisor since 1993, Nick understands how to navigate various market environments while implementing diligent processes that help clients pursue financial goals and prepare for retirement throughout their lives. He provides every client with a probability analysis to identify if they can retire when they desire and with the income they need. From there, he tailors personalized strategies with a strong focus on asset allocation and risk tolerance built specifically to address clients’ unique financial lives. With the wealth management strategy in place, he reviews and rebalances clients’ portfolios as needed, so they have relevant, appropriate strategies guiding them.
In every step, Nick remains dedicated to serving as the point of contact for clients’ complete financial needs, such as providing access to lending services for business owners to providing investment guidance across various portfolios. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc . He also holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® professional designations.
Outside of the office, Nick mentors younger financial advisors within the Firm and is a lifelong martial arts practitioner who teaches adults. As the son of Russian immigrants, Nick also speaks Russian fluently. He currently lives in Windsor with his wife, Lydia, and their three sons, Dimitri, Dominic, and Gabriel.
|a) Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. b) Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
*Lending Services are through Bank of America, N.A.
Registered Senior Client Associate
Keli Reindahl brings 34 years of financial services industry experience and a strong commitment to prividing my clients with outstanding personal service. Keli is responsible for managing the daily operations for our team.
Santa Clara University
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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.
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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.