Nicholas Panfen
Nick Panfen is a Financial Advisor with Kelley, Panfen & Associates at Merrill, a team with over 29 years of experience guiding families, professionals, and business owners through complex financial decisions. The team is led by Shane Kelley and Nick Panfen,who bring deep experience in multigenerational wealth planning, investment management, and personalized client strategies. Nick's focus is on financial planning and portfolio construction—helping clients define what they want to achieve, why it matters, and how to bring that vision to life through thoughtful, tailored strategies. He believes a strong financial plan should do more than grow wealth, it should support the life clients want to live and the legacy they want to leave.
Originally from Orlando, Florida, Nick has lived in Tampa, Maine, and New Hampshire—while pursuing his hockey career. He played hockey at Florida Gulf Coast University, where he earned a degree in Finance with a concentration in analysis and management. While at Florida Gulf Coast he helped guide FGCU's Eagle Fund, a student management endowment fund.
Nick is actively involved in the Naples community. He is a mentor at Florida Gulf Coast mentorship program. Outside the office, he enjoys learning about how the brain works and how people make decisions.
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.
