Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 monitors and rebalances clients’ portfolios as needed, so they continually 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 30 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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.