Nick graduated from the United States Naval Academy with a Bachelor of Science degree in Systems Engineering in 2004 (computer engineering and robotics). He served four years as a Surface Warfare Officer aboard the USS PORTER (DDG-78) and two years at the Center for Surface Combat Systems (CSCS) in Dahlgren, VA as a Naval Liaison Officer and Management Analyst (supporting the Littoral Combat Ship and Unmanned Vehicles training programs). After he transitioned out of the Navy, he worked for Deloitte Consulting (Strategy & Operations) in Arlington, VA prior to joining Merrill in 2011. Formerly a member of the Naval Academy’s heavyweight crew team and now belongs to Fairmount Rowing Association (FRA) on boathouse row. He is a member of the Options Industry Council (OIC)’s Advisor Leadership Council.Nick is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.
Senior Financial Advisor
Serving Clients in these States