Nick Catalano, Financial Advisor, Vice President, began his financial services career in 2006. As a Financial Advisor, Nick assists clients by helping them manage their wealth to meet their individual needs. He focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
Nick currently lives in Malvern, with his wife, their two children, and their dog Ruby.
I help individuals and families reduce financial stress.
Understanding your life priorities is an important part of how I work with the clients I serve. It's not just about markets and returns, it's about what matters most to you.
My team focuses on fee reduction, tax minimization, and risk management. We help high net worth individuals and families, business owners, and corporate executives with investment management, estate planning, corporate executive services, and family office services.
Our office is located in Philadelphia. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and aspirations.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial 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.
