Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Nick James Polydoros, CFP

Senior Vice President–Wealth Management

Financial Advisor

Working with investors to ensure their financial future for over 30 years. I recognize that each investor has unique goals to secure their financial future and I work with the investor to select the investments that help meet their goals.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • NV
  • NY
  • OH
  • OK
  • TX
  • WI
  • WV

Education

  • Masters of Accounting Science, Northern Illinois University
  • Bachelors Degree Cum Laude - Accounting, Northern Illinois University

Credentials

  • CERTIFIED FINANCIAL PLANNER®
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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