With 20 years of industry experience, Nick focuses on asset management, financial planning, and protection planning strategies. Nick partners with Corporate and Commercial Attorneys, CPA’s and other trusted partners. Domiciled in RI and licensed to sell insurance and securities in several states. He holds the Series 7, 6, 63, 66 Securities Licenses. Nick lives in Providence, RI with his wife, Amy, with their two sons. Nick is active in his community, giving time to many charitable organizations.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI.
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