Nick Flocos
Financial Advisor
1800 K St NW
Washington DC 20006
(202) 659.7255
(202) 659.7255
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Nick Flocos
Profile
| Nick Flocos is a Financial Advisor at Merrill who helps families and business owners reach their financial and retirement goals. With an MBA from the University of Maryland and a background in entrepreneurship, he builds personalized strategies designed to reduce risk and strengthen long term outcomes. Managing your money can feel overwhelming at times. Between retirement planning, paying for college, caring for aging parents, and preparing for your own healthcare needs, it’s a lot to juggle. That’s where I come in. My name is Nick, and I work with you one on one to define your goals and choose a portfolio strategy tailored to what matters most to you. I am here for ongoing advice, and as your life evolves, we can adjust your plan so it evolves right along with you. // Mobile: (202)-213-8499 |
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About Me
Mobile Number
202-213-8499
About Merrill
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.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Nicholas Flocos is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV.