Background
With over 10 years of experience in financial services, retirement and estate planning, and investment management, Nick is passionate about helping his clients reach financial confidence. To accomplish this, he uses a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing. He also consults on risk management, retirement planning, and other critical financial strategies.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Nick resides in Bartow County with his wife Stephanie and two daughters Giorgia (Gia) and Giuliana (Giules). He is involved in the community as a wrestling coach and girls soccer coach. He is an avid outdoorsman, enjoying hunting, fishing, gardening, grilling, kayaking, and carpentry.