Following in his father Wes’ footsteps, Nick takes seriously the opportunity to help people in making important financial plans and decisions regarding their futures. In planning for his role as a financial advisor, Nick earned a bachelor’s degree in finance at the University of North Carolina, at Wilmington.
When it comes to financial planning, Nick feels that education is an important component for both advisors and clients, alike. In order to help serve clients better, Nick achieved the designation of Accredited Asset Management Specialist (AAMS), a professional designation awarded by the College for Financial Planning to financial professionals who successfully complete the organization’s rigorous program, pass an exam and agree to comply with a code of ethics. Every two years, AAMS professionals must complete 16 hours of continuing education to continue using the designation. Nick also holds his series 7, 66 and insurance licenses.
Nick is a native of Greenville and enjoys living and serving in his hometown. He and his wife, Fran, attend Covenant Church and are members of the Greenville Country Club. They have a 4 year old daughter named Hazel and a 2 year daughter named Piper. When time permits, Nick enjoys a round of golf, fishing, and surfing.
Raymond James is not affiliated with the above organizations and/or charitable causes.