Associate Wealth Management
Nick became part of our team as a Wealth Management Associate, and is working closely with the Wealth Management Team in preparing for client meetings. He works directly with Ron on clients’ financial planning by servicing meeting preparations, financial solutions, preparing client reports, assisting with planning tools, portfolio design, and maintenance. He also assists Ron in meetings taking notes as his meeting liaison, and reviews, scans, and populates legal, financial, and tax documents for Ron to review.
Nick is a fan of hockey, golf, pick up football, and horseshoes where he frequently plays in tournaments. He roots for the Boston Bruins and the New England Patriots.
Nick graduated from Bryant University in 2018 with a dual major in Actuarial Mathematics and Applied Analytics.
He resides in Smithfield, RI.