Nick serves as a Wealth Advisor Associate for Navis, where he primarily supports the client-advisor relationship by striving to deliver a seamless client experience. He is focused on ensuring we have the operational support and resources needed to provide customized, long-term financial strategies for our clients. With a client-first mindset and white-glove approach, Nick takes pride in being part of a team that helps individuals and families work toward their financial goals with confidence.
Prior to joining Navis, Nick worked as a Registered Client Associate at Morgan Stanley, where he supported an International Wealth Management team. During his time there, he gained valuable experience working with a global client base and earned his Series 7 and Series 66 licenses. This early exposure to wealth management solidified his interest in the industry and his desire to work in a client-centered environment.
Nick graduated from the Providence College School of Business in May 2023 with a B.S. in Finance. He currently lives in Port Chester, NY. Outside of work, he enjoys golfing, supporting New York sports teams, and spending time with his family.