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
  • FL
  • IL
  • IN
  • NY
  • OH
  • 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
  • (480) 443-5416

Email Me

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 03/31/2024

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