Nick finds great fulfillment in helping clients pursue their personal, professional and monetary goals through strategic financial planning. He specializes in working with individuals and institutions, and has expertise in retirement planning, wealth management, life insurance, as well as fixed and variable annuities. Whether his clients are early in their professional career, at the onset of retirement or already retired, Nick takes a tailored approach to address all of life’s stages.
Before joining Raymond James, Nick was a financial advisor with Capitol Securities. Previously, he had a career in banking as a licensed banker with Wells Fargo Advisors and a personal banker at First Community Bank. Nick earned a bachelor’s degree in business administration from Bluefield College.
Nick enjoys staying active and participates in recreational sports with River City Sports and Henrico County basketball leagues. Originally from Chantilly, Virginia, he lives in Henrico.