Nick joined Merrill Lynch Wealth Management in 2014. As a CERTIFIED FINANCIAL PLANNER™ professional Nick builds custom wealth management strategies that are tailored to each client’s individual goals and family wealth. By addressing estate planning needs, insurance, portfolio construction, and retirement income planning Nick is able to create an individualized financial strategy that becomes unique to each client. Nick is passionate about helping individuals reach their financial goals and live comfortably in retirement. He feels strongly that a good advisor's responsibility is to release the financial anxiety that many individual’s face when approaching complex financial decisions and retirement outlooks. Through extensive listening and re-evaluation Nick is able to help ensure clients stay on the right track to their financial goals and are utilizing any benefit or resource that may be available.Nick graduated from Albright College with a Bachelors of Science degree in finance. He lives with his family in Columbus, NJ. Outside of work, Nick enjoys playing the guitar and spending time with his family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
