Beginning his career with the team in 2015, Nick has served a variety of roles within The Americas Group, utilizing a diligent work ethic with superb attention to detail. As a second-generation financial professional, Nick strives to provide the highest level of service to his clients while fostering impactful relationships in helping them achieve their financial goals.
In his current role as a Director of Wealth Management, Nick focuses on being his client’s go to for all things financially, including investment and cash management, financial and retirement planning, investment banking solutions including exit planning, lending solutions as well as trust and charitable planning. He has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Nick has been nationally recognized on the Forbes List of Best-In State Next Generation Wealth Advisors from 2024 - 2026 in addition to AdvisorHub’s List of Advisors to Watch over $1B in 2025 and 2026. He has also earned Leader’s Club recognition for two years in a year (2024-2025), a designation with Raymond James Club Levels.
He holds his Series 7, 66, Health & Life (including Annuities & Variable Contracts) Agent License, Wealth Management Specialist™ designation and has also completed the Raymond James International Wealth Advisor Program which is an internal designation program for advisors who want to focus on growing and servicing international clients.
Nick graduated with cum laude honors from Elon University with a bachelor's degree in finance. While there, he played Division 1 baseball as an outfielder and was also a member of Kappa Alpha Order's Epsilon Mu chapter.
Originally from New Jersey, Nick resides in Miami and is active in the fitness community. He is an avid sports fan and enjoys traveling both domestically and internationally. Nick is a Mentor in the Raymond James’ Mentee Mentor Program, on the Alumni Board of his alma mater, Elon University’s South Florida Chapter and is an ambassador for The Little Lighthouse Foundation committed to the betterment of children in South Florida.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with any of the above-named organizations and/or charitable causes.
The International Wealth Advisor designation is awarded to those who complete the Raymond James International Wealth program.
2026 Forbes Best-in-State Next-Gen Wealth Advisors
2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/top-next-gen-advisors for more info.
The 2026 AdvisorHub 1,000 Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2024 – 12/31/2025, and was released on 6/16/2026. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 2,172 total nominations received, 1,000 advisors received the award across five categories: Over $1B: 250; RIAs: 250; Under $1B: 400; Next Gen: Solo 50. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.