Nicholas Dutter

Nicholas Dutter
Legal Wealth Advisor Truist Bank

101 Arch St

15th Floor,

Boston, MA 02110-1103

About me

Background

Nick is a Legal Wealth Advisor with Truist Wealth, Inc. The Truist Legal Specialty Group provides financial advice and solutions exclusively to attorneys and firms. Nick tailors advice and solutions to each client’s special circumstances and the nature of their profession customized around the practice, attorney, or family. He offers clients more than 13 years of financial services, retirement planning, and investment management experience. Prior to his career in the financial services industry, Nick served in US Army as a tank gunner with 4th ID with service in Iraq. He remains active in the Boston Veteran community, with a passion for assisting veterans with the transition to civilian life.

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

Education

BS Economics
Worcester State University 2007
MS Finance
Suffolk University 2009

Personal Interests

In addition to Nick’s involvement in the veteran community, he is heavily involved in youth sports, as a coach for both baseball and football. Nick enjoys an active lifestyle, including snowboarding and other outdoor sports in addition to being an avid golfer. Nick is father of three.

Specialties

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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