Nicholas Clauson Grose
Nicholas offers a unique approach to comprehensive and holistic wealth management. He helps his clients to catalyze, develop, and define their vision, and works specifically with a distinct community of entrepreneurs, founders, professionals, and families. Stewarding considerable wealth is a significant responsibility that requires extensive knowledge and focus. Nicholas works closely with his clients, to help make sure their wealth is applied as an intentional and constructive expression of their values. With close to two decades of wealth management experience, Nicholas was first introduced to financial concepts at a young age by his grandfather.
Prior to joining Merrill Lynch Wealth Management in 2022, Nicholas was a Vice President and Wealth Advisor at J.P. Morgan. Nicholas earned a B.A. in Economics from the University of Colorado at Boulder. He currently resides in Venice, CA, and he enjoys sailing, skiing, and travel. Nicholas participates in many wellness activities including meditation, yoga, and weight training. He is also an avid reader in his spare time.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
