Nick Biron

Nick Biron
Financial Advisor Investment Services Group Truist Investment Services, Inc.

4460 Six Forks Rd

2nd Floor,

Raleigh, NC 27609-5720

About me

Background

Nick Biron is a Financial Advisor with Truist Investment Services, Inc. working out of Raleigh, North Carolina.  He’s helped clients from all over the Triangle since 2009, and has 16 years of experience in the industry. 

As a former college and professional baseball player, Nick knows what it’s like to prepare for big moments. As a Financial Advisor, he’s been helping clients prepare for one of their biggest moments…. Retirement. He makes it his mission to help answer some of the toughest and important questions such as: When should you retire? When should you start Social Security? How does Medicare work? How much money is needed to retire?

Nick comes from a family of educators and it shows in his work. He has a passion for helping his clients not only build the right structures and invest the right way, but also to make sure they understand WHY those choices make sense. He makes sure he helps his clients carefully walk through the cumbersome financial planning process. His goal is to have his clients continuously learn about personal finance.          
 
Nick treats his clients like family and anticipates their needs and routinely reviews their portfolio. Nick and his team are prompt to return phone calls and emails; and they follow up on what they say they’re going to do. It’s paramount that clients are involved in the process and there is cooperative collaboration. This helps identify what makes each client unique and allows a unique solution to be applied that works best for each client. 

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

Education

Bachelor of Science in Finance with a Minor in Economics
West Virginia State University 2005

Personal Interests

Nick was born and raised in West Virginia and now lives in North Raleigh with his wife and 3 children. When not at work, Nick enjoys exploring everything North Carolina has to offer from the mountains to the coast, and the gorgeous lakes in between.

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

  • 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

To
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About Our Process

My name is Nick Biron and I'm a financial advisor for Truist Investment Services here in Raleigh, North Carolina. I've been helping clients from all over the triangle since 2009. I live in North Raleigh with my wife and three children. When I'm not at work, you can find me exploring everything North Carolina has to offer from the mountains to the coast and the gorgeous lakes in between. I was born and raised in West Virginia and have a bachelor's degree in finance and a minor in economics. As a former college and professional baseball player, I know what it's like to prepare for the big game. As a financial advisor, I've been helping clients since 2005 to prepare for their biggest game, retirement. When should you retire? When should you start social security? How does Medicare work? How much money do I need to retire? I make it my mission to help clients answer those ever so important questions. I come from a family that is filled with educators. It must be in my DNA because I have a passion for helping my clients not only build the right structures and invest the right way but also to make sure they understand why those choices make sense. My clients tell me they appreciate the way I carefully walk them through the typically cumbersome financial planning process. After appointments, I frequently hear people say that they learn more about personal finance in the last hour than they have their whole lives. It may sound cliche but I truly treat my clients like family. I anticipate their needs and routinely review their portfolio. My team is prompt to return phone calls and emails. We do what we say we're going to do. It's paramount that our clients are involved in our process. Because it's only through cooperative collaboration when we discover what makes you unique and craft a solution that works for you. I look forward to meeting you.

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