Nick Joesten
As a Merrill Financial Advisor, my priority is to help you manage your wealth with a clear understanding of your complete financial picture.
By actively listening and engaging in meaningful conversations, I strive to create an experience that feels both consultative and comfortable—centered entirely around you.
Using a disciplined financial planning process, we work together to align your investment strategy with your personal goals and priorities. The result is a tailored, actionable plan designed to help you grow, preserve, and enjoy your wealth with confidence.
With access to the institutional investment insights of Merrill and the banking and lending capabilities of Bank of America, I am committed to delivering thoughtful advice and personalized strategies that support your financial journey—every step of the way.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. My commitment is centered on helping you achieve your goals by making your needs a priority. My advice and financial planning approach are guided by what's important to you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
