Nick has been in the financial services industry with Merrill Lynch Wealth Management since 1997. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.
Nick’s approach to wealth management is consultative, and he is committed to excellence. First, he takes time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Licenses & Certifications: FINRA registration Series 7, 66 and certification from Pennsylvania – Life & Health Insurance.
Nick is a graduate of the University of Miami. He earned his M.B.A degree from Pennsylvania State University.
Nick is a current member and Past President of the Rotary Club of Lancaster. He and his wife, Sharon, live in Lancaster Pennsylvania with their four children.
*Asset Allocation does not ensure a profit or protect against loss in a decling market.
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.
