The highest use of capital is not to make more money, but to make money do more for the betterment of life.

Henry Ford

David Nicholson

Branch Manager/Registered Principal Financial Advisor, RJFS

“I care a great deal about my clients and their financial well-being, applying my experience and integrity to help them build and preserve their wealth.” – Dave Nicholson

David’s career started as a stockbroker on Wall Street in 1994, spending a year and a half working for two small firms. After spending 10 years as a financial advisor with A.G. Edwards & Sons, he started his own independent practice in 2005 to focus more on his own clients.

He is a member of the Financial Services Institute and earned a bachelor’s degree from Syracuse University (a huge Orange fan). David is active in the community, serving as a leadership team member of the Business Alliance Networking Group, member of the Syracuse University Alumni Boston Chapter, and member of the Neponset River Regional Chamber since 2006. 

Originally from Newington, Connecticut, David now lives in Norfolk, Massachusetts, with his wife, Cara, their two children and dog, Bentley. In his free time, he enjoys classic cars, sports and the martial arts. David is a member of the Mass Cruisers Classic Car Club and the International Kokondo Association and participates in a local basketball league.

As a big NFL fan, he loves fantasy football and looks forward to battling for another championship every season. He spent nine years coaching lacrosse for King Philip Youth Lacrosse and six years coaching King Philip Youth Basketball. He has been coaching lacrosse at the high school level since 2020 and is currently Head Coach of the Varsity Lacrosse team at Ursuline Academy. For the 2025 season, David was named Boston Globe Division 3 Coach of the Year.

David spent over 20 years studying the martial art of ju-jitsu. As a part of those studies, he learned about the seven virtues of Bushido, the code of moral principles that the samurai were required or instructed to observe:

  • Rectitude
  • Courage
  • Benevolence
  • Respect
  • Honesty
  • Honor
  • Loyalty

Having always strived to follow these virtues, David believes they are important traits to look for in an advisor as well.

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Raymond James is not affiliated with the above organizations and/or charitable causes.