Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Nick has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2009. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.
Nick's approach to wealth management is consultative, objective and tailored to the individual. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Finally, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. Asset Allocation does not ensure a profit or protect against loss in declining markets.
Nick is a 1989 graduate of Grinnell College, with a B.A. in Political Science. He earned an M.B.A. in 1994 from the School of Management of the University of Massachusetts at Amherst. Nick is an avid runner who has raced in the Boston Marathon for 22 years. He and his wife, Jennifer, live in Amherst, Massachusetts, where they both were raised. Nick is actively involved in the schools and activities of his two children.
University of Massachusetts Amherst, MBA
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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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.