Nick DeGeorge,
Vice President, Senior Financial AdvisorNMLS #1885223
Nick joined Merrill Lynch Wealth Management in 2010 as a Registered Retirement Plan Specialist where he educated and serviced 401(k) plan participants and Executive Bonus Award recipients. In 2012 he transitioned to Wealth Management assisting High Net Worth clients and their families in the Las Vegas Valley.
He is a CERTIFIED FINANCIAL PLANNER™ professional, and utilizes a planning first approach, and focuses on client goals in order to customize advice and guidance for specific client needs. He is also an entrepreneur who co-founded, developed and grew a software company. His career path has enabled him to learn the fundamentals of Financial and Estate Planning Strategies, Tax Minimization Strategies and Investment Management from the ground up.
Nick has family history in Las Vegas that goes back 4 generations. He graduated from Embry-Riddle Aeronautical University with a Bachelor of Science in Professional Aeronautics. He holds Series 7 & 66 FINRA registrations and is licensed for Life and Health Insurance. Nick is committed to staying on the leading edge of Wealth Management Best Practices and considers himself to be an experienced financial problem solver.
His team consists of multiple Wealth Management Client Associates, and access to a Banking Specialist, a Loan officer and a Trust & Estate Specialist. In his spare time he enjoys hiking and outdoor activities with his wife and two dogs. He also gives back to the local community through volunteer work with organizations focused on animals and families in need.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
AAMS™
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.
