Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner and works closely with his own clients and with Investmark’s senior advisors. He is responsible for preparing financial plans, retirement projections and portfolio reviews. Nick received a BS in finance with a concentration in wealth management from Coastal Carolina University. Before joining Investmark in 2019, Nick served as a financial professional with AXA Advisors and Mass Mutual. He holds FINRA Series 7, 63, and 65 securities registrations, as well as life and health insurance licenses. Nick enjoys spending time with his family, working out, sports and travelling.