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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial Advisor
Nicholas is a wealth advisor with over 17 years of industry experience. He started his Financial Advisory career in 2006 alongside family members, where together they built a successful boutique firm underwriting equities. Spreading his wings, per se, Nick transitioned into life insurance planning with AXA so he could assist clients with their advanced estate planning needs. Following his passion for the financial markets and financial planning, Nicholas joined Merrill Lynch in 2018. At Merrill, Nick leveraged his experience to serve executives of public and private corporations, specializing in corporate compensation, benefits and goals-based planning.
This mission led him to join UBS, a global wealth management firm that caters to affluent families, executives, institutions and business owners. Nicholas is excited to deliver advanced planning and global financial solutions to his clients. He is passionate about helping clients enjoy what they have worked so hard to achieve. Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, Nick is well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, Nick can help you enhance and preserve your success, today and for many years to come.
Past experience
-Life Insurance Analyst, AXA
-Financial Advisor, Merrill Lynch
Education and credentials
-Hofstra University
Life
-Nick currently lives in Ponte Vedra, Florida with his wife Danielle and their three children
-He enjoys an active lifestyle and spending time with family and friends
Financial Advisor
Nicholas is a wealth advisor with over 17 years of industry experience. He started his Financial Advisory career in 2006 alongside family members, where together they built a successful boutique firm underwriting equities. Spreading his wings, per se, Nick transitioned into life insurance planning with AXA so he could assist clients with their advanced estate planning needs. Following his passion for the financial markets and financial planning, Nicholas joined Merrill Lynch in 2018. At Merrill, Nick leveraged his experience to serve executives of public and private corporations, specializing in corporate compensation, benefits and goals-based planning.
This mission led him to join UBS, a global wealth management firm that caters to affluent families, executives, institutions and business owners. Nicholas is excited to deliver advanced planning and global financial solutions to his clients. He is passionate about helping clients enjoy what they have worked so hard to achieve. Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, Nick is well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, Nick can help you enhance and preserve your success, today and for many years to come.
Past experience
-Life Insurance Analyst, AXA
-Financial Advisor, Merrill Lynch
Education and credentials
-Hofstra University
Life
-Nick currently lives in Ponte Vedra, Florida with his wife Danielle and their three children
-He enjoys an active lifestyle and spending time with family and friends
You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
