CFP®, Series 6, 7 & 63 Securities Registrations*, Series 65 Advisory Registrations†, Series 66 Advisory Registrations§
Nick has achieved a lot over the course of his career in the investment and insurance industries, including a successful period running his own business which specialized in the areas of pre-retirement planning, personal insurance and employee benefits. It’s his knowledge in those areas, plus his overall business acumen, that makes Nick an ideal fit for his role as a Senior Vice President, Financial Advisor.
Continued success and stature within the industry has seen Nick named a Five Star Wealth Manager as published in New Jersey Monthly1 for ten consecutive years. He is also the recipient of a wide range of other awards including recognition by NJBIZ as one of the Top Forty Under 40 honorees2 and as a Leader in Finance.3 Nick’s opinion on various aspects of the wealth management industry has been quoted in Kiplinger, Investment News, and in the financial pages of New Jersey’s Daily Record and Star-Ledger newspapers.
- CERTIFIED FINANCIAL PLANNER™ Professional
- BA - Economics, Boston College
- Five Star Wealth Manager (2012-2021)
- NJBIZ Leader in Finance (2021)
Nick serves clients at our Parsippany, NJ office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
† Advisory registrations are held with Wealth Enhancement Advisory Services.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.
1 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2021)
2 The NJBIZ Top Forty Under 40 Award is based on age, leadership, and a record of achievement. (2008)
3 NJBIZ’s independent panel of judges reviewed both nominations and extensive applications to make their selections. Honorees were selected based on industry and community involvement and achievement through their energy and innovative ideas. (2021)