Nick first became interested in continuing a career in the financial services industry while serving in the United States Marine Corps. Nick’s responsibility while serving was handling all financial matters for the Marines stationed abroad in the United States Embassies all over the world. Since these Marines were leaving their families for an extended period of time, it was here that Nick realized the importance of having a sound financial plan. Nick earned two Navy and Marine Corps achievement medals for the contributions he made while supporting these Marines and the State Department.
Nick brings over 18 years of wealth management experience to MONECO Advisors. Nick’s experience includes working in Manhattan, NY for US Trust Bank of America Private Wealth Management and Wells Fargo Private Bank in Greenwich CT, providing investment management, financial/estate planning, banking and credit strategies to clients. Nick takes a consultative approach to each and every client based on their own unique situation and works to provide solutions that are aligned with their goals and objectives. Nick holds his Series 65 through MONECO Advisors.
Nick lives in Narragansett RI with his wife Jennifer, his son Mason and his English Labrador Retriever, Bentley.
Get to Know Nick…
Favorite part about working at MONECO
Working with a team of experienced professionals with diverse backgrounds who truly care about their clients - they don't just say it, they show it!
Favorite thing to do outside of work?
Spending time with friends and family.
What do you enjoy most about what you do?
Seeing and helping clients/people through not only financial matters, but also through any life events that they may encounter- Nick truly enjoys providing solutions and ideas regardless of the situation.
Biggest challenge at MONECO?
The financial industry is ever changing. It's critical we embrace the necessary regulatory changes to deliver our clients’ real time solutions that they deserve to preserve their financial independence.
“I follow three rules: Do the right thing, do the best you can and always show people you care.” - Lou Holtz- legendary Notre Dame Football Coach
Greek Islands - Santorini and Mykonos
Law & Order
Genre of Music
New York Yankees