Nic began working at Merrill Lynch Wealth Management August 2015 after graduating Colgate University. At Colgate, he majored in English as a member of the NCAA Division I basketball team. He graduated cum laude as a two-time recipient of the NABC Honors Court, and three-time Patriot League Academic Honor Roll Member. He was involved in community service projects Adopt-a-Classroom and Middle School Mentors.
As a financial advisor, Nic connects the important aspects of his clients' lives with their valued goals. He assists individuals, families, and businesses reach desired financial outcomes as a means for living a better life. Aspects of cash flow planning, liability management, banking needs, insurance review, and goal structuring are applied to create a holistic plan of execution. He also assists clients with stock-based compensation planning and pension analysis when specific needs arise.
As a portfolio manager, Nic invests client assets in proprietary allocations through a rigorous analytical approach. He leverages the Merrill investment platform to provide exposure to stock, bond, and alternative asset classes.
The value of his service is defined by his warm personality and ability to reach diverse sets of people. He builds strong relationships with his clients from a personal and investment perspective to best assist them in accomplishing their goals. He effectively communicates fiscal information by breaking down terms into simple and understandable parts, working diligently to tailor a strategy specifically for the individual, family, or business entity.
*Banking Services are through Bank of America, N.A.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
CRPC™
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.
