Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Nick joined The Barnett Group in 2017. He is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. Nick handles many facets of the team’s investment consulting, which includes investment analysis and suitability, manager search and selection and compiling portfolio reviews. Nick believes firmly in offering a customized approach to wealth management, built on personal relationships, and shaped by an understanding of the clients’ needs and aspirations.
Nick earned a B.A. in Finance and Business Management from the Smeal College of Business at The Pennsylvania State University. At Penn State he played Division 1 lacrosse. Nick resides in Bay Shore, New York.
Licenses: Series 7 and 66 securities licenses, Life, Health & Annuities Insurance licenses
Education
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Nick joined The Barnett Group in 2017. He is a CERTIFIED FINANCIAL PLANNER™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. Nick handles many facets of the team’s investment consulting, which includes investment analysis and suitability, manager search and selection and compiling portfolio reviews. Nick believes firmly in offering a customized approach to wealth management, built on personal relationships, and shaped by an understanding of the clients’ needs and aspirations.
Nick earned a B.A. in Finance and Business Management from the Smeal College of Business at The Pennsylvania State University. At Penn State he played Division 1 lacrosse. Nick resides in Bay Shore, New York.
Licenses: Series 7 and 66 securities licenses, Life, Health & Annuities Insurance licenses
Education
Credentials
Senior Client Associate
Jennifer joined the team in 2004 with over 30 years of experience in the financial services industry. Jennifer handles the team’s multifaceted operation and coordinating the group’s overall day-to-day administration. She is the lead service provider for our relationships and maintains up-to-date knowledge of the firm resources, policies and procedures. Jennifer provides clients with the highest level of service with a commitment to excellence. She holds her Series 7, 63 and 66 securities licenses.
Senior Client Associate
Jennifer joined the team in 2004 with over 30 years of experience in the financial services industry. Jennifer handles the team’s multifaceted operation and coordinating the group’s overall day-to-day administration. She is the lead service provider for our relationships and maintains up-to-date knowledge of the firm resources, policies and procedures. Jennifer provides clients with the highest level of service with a commitment to excellence. She holds her Series 7, 63 and 66 securities licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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