As a Financial Advisor, and working as a member of the wealth management department, Nick has a multi-dimensional impact within the firm. First, Nick works directly with clients to help them navigate their lives and provide fiduciary guidance in this ever-evolving world. Also, working directly with Ron and the wealth management team, Nick develops planning tools, creates customized solutions and helps analyze reports to assist with various client needs. He also works with Ron in all the Compliance tasks that are required by the SEC annually.
“It is truly rewarding to see our clients perspective shift when they realize their aspirations are within reach, and they understand that they can control their financial future. Creating and helping clients find ways their goals can be achieved, and helping them live a fulfilled and inspired life makes me love the work that I do.”
Nick lives in Smithfield, Rhode Island. He graduated from Bryant University with a major in Actuarial Mathematics and a concentration in Applied Analytics. A die-hard fan of all Boston sports teams, Nick finds joy in attending games and cheering on his beloved teams. When not immersed in the world of finance, you'll find him hitting the ice for a game of hockey during the winter or enjoying a round of golf in the warmer months. Outside of sports, Nick cherishes quality time spent with his close-knit circle of friends and family.