Nicholas Durso

Nicholas Durso
Financial Advisor Private Client Group Truist Investment Services, Inc.

9915 Georgetown Pike

Great Falls, VA 22066-2826

About me

Background

I’m a Financial Advisor with Truist Wealth, with more than 15 years of experience advising high-net-worth individuals and families on matters such as investment management, global financial markets and economies, cash flow and retirement income planning, and risk analysis and mitigation, as well as general tax, estate, and legacy planning considerations in collaboration with my clients’ accountants and attorneys.  

It is my deeply held belief that to be worthy of my clients’ trust, I must maintain an abiding commitment to always act solely in their best interests—this is the principle on which all lasting and successful client-advisor relationships are built. I recognize that my clients’ best interests are multifaceted, will change with time and can only be known with regular communication and honest dialogue, balancing both quantitative and qualitative factors and analysis.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree - Business Administration
University of New Hampshire 2009

Personal Interests

Having grown up in NH, played sports, and rooted for all things Boston, I’m a graduate of the University of New Hampshire, with a bachelor’s in business administration, and Georgetown University, with an executive certificate in financial planning. I relocated to VA in 2010 and now live in Oakton, with my wife and two boys, where I am active in the local youth sports community, coaching ice hockey, lacrosse, and baseball.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

SunTrust Performance Excellence Award
SunTrust Bank 2017
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    The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.