Nick Bertelli is a Financial Advisor with Raymond James in Augusta, Georgia. Originally from Northern California, Nick’s passion for Equestrian sports, specifically Dressage, brought him to the South in 2012. He, and his family, are proud to call Aiken home.

Nick brings over 20 years as a professional athlete and small business owner in Equestrian coaching and training experience, to his role as a Financial Advisor. Helping elite riders and horses develop and train for top level competition, requires planning, dedication, hard work, and a unique approach to each client. These ingredients for success are applied to Nick’s practice every day at Raymond James.

While focusing his business on each client’s individual financial objectives, Nick believes the most successful wealth management strategies look at the big picture. Nick provides a comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Nick apart. As a member of the LGBTQ community, Nick is honored to be a resource for LGBTQ community members across the South East, seeking guidance in building and preserving their financial well-being.

Nick is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your unique needs and goals. Nick works hard to build and preserve your investments while assisting you in realizing your goals through long-term financial strategies using conservative portfolio management strategies, estate planning, generational wealth transfer, college saving planning, and retirement planning.

Nick graduated from the University of San Francisco with a B.S. in Economics. He is a United States Dressage Federation Gold and Silver medalist. When not working, Nick enjoys riding and coaching his students, as well as being with his family and partner and their many four legged family members. He joined Raymond James in 2022.