Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I help successful people uncover and implement important wealth planning decisions that align with their personal and business goals. Often times these are the same decisions that you hear folks say they wished they would have made years ago.
I start by listening to the clients personal story and look for the things in their life that they value most. With this understanding, I dive into the specifics of how to tackle Retirement Savings, Healthcare, Education, Investments, Life Insurance, Long Term Care, Trust, Business Succession and the list goes on. I value the trust that we have created in our relationships and am humbled to continue to be there for my clients as they move through the different stages of their lives.
Nick joined Merrill Lynch Wealth Management in 2011. He is a graduate of Rutgers University, Cook College, BS 2002. Nick is a CFP® certificant as well as a holder of the Chartered Retirement Planning Counselor (CRPC) designation. For over 60 years his family owned and operated dry-cleaning business before his father, Louis Robert LiVecchi, passed after a long battle with cancer. This experience became the primary driver for Nick's career as a financial advisor. By implementing simple business planning strategies, he believes that he can help prepare a family business for the unfortunate setbacks that dramatically affected his own family.
Nick is a high-energy individual with a passion for tackling complex business and personal wealth management goals. He has a natural affinity towards helping people and looks for ways to add value to his relationships. Today Nick lives in Raleigh with his wife Meri. Together they enjoy travel, cooking and entertaining. Recently they announced the arrival of their first child.
College for Financial Planning
Duke University CFP Certificate Training Course
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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.
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.