Nothing is more fulfilling to Nick than seeing clients pursue their goals, which is why he sincerely enjoys helping his clients determine how to get from point A to point B. His honesty and loyalty go a long way in earning the trust of his clients, something that Nick considers highly important.
Nick is a Certified Financial Planner™ practitioner and has more than 20 years of experience in the financial services industry. In addition, he is a Chartered Retirement Planning Counselor and has in-depth knowledge of the needs individuals face both before and after retirement.
Before joining Raymond James in February 2014, Nick was a Vice President, Investments and portfolio manager at Merrill Lynch for nine years in Stockton, California. Before that, he was a Vice President and assistant branch manager for Morgan Stanley for six years in Sacramento.
Nick earned a bachelor’s degree in business management from Fresno State University. Committed to bettering his community, Nick has served local nonprofit St. Mary's Interfaith Dining Room, Stockton Golf & Country Club, Pacific Futbul Club and Woodbridge Golf & Country Club.
Originally from Stockton, Nick lives in Morada, California, with his wife, Jennifer, and children, Max, Anthony (A.J.) and Samantha. In his free time, Nick enjoys golf, fly-fishing, skiing, bocce, and spending time with his family.
Raymond James is not affiliated with any of the listed organizations.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.