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Nicholas Penna Crpc

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Nicholas Penna Crpc

Senior Vice President of Wealth Management, IWMG/Financial Advisor, RJFS

United States

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Nicholas Penna Crpc

Summary

Nicholas Penna is a seasoned financial professional with over two decades of experience in wealth management and financial advisory roles. Currently serving as Senior Vice President at Raymond James, he emphasizes a personalized approach to financial planning, ensuring that each strategy aligns with the unique goals and risk tolerance of his clients. His background includes a significant tenure at Morgan Stanley, where he honed his skills as a Financial Advisor, and earlier, he held a director-level position at Pfizer. Nicholas holds a Master's Degree in Exercise Physiology from the University of Maine, showcasing a diverse educational background. His commitment to continuous learning is reflected in his various certifications, including Chartered Retirement Planning Counselor. Outside of his professional pursuits, he is likely to have interests in health and fitness, given his academic background. Nicholas's approach to financial solutions is both disciplined and flexible, making him a trusted partner for clients seeking to grow and preserve their wealth.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Nicholas Penna Crpc

Work Experience

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Senior Vice President of Wealth Management, IWMG/Financial Advisor, RJFS at

Raymond James Financial, Inc.

April 2019 - Present

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2011 - April 2019

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Director, Employers at

Pfizer

June 1996 - December 2010

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Nicholas Penna Crpc

Education

University of Maine, Master's Degree

January 1988 - January 1989

University of Maine, Bachelor's Degree

January 1984 - January 1988

Frequently Asked Questions about Nicholas Penna Crpc

What is Nicholas Penna Crpc email address?

Nicholas Penna Crpc's primary email address is **************@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Nicholas Penna Crpc graduated from?

Nicholas Penna Crpc holds a degree in Exercise Physiology from University of Maine.

How can I directly contact Nicholas Penna Crpc?

To contact Nicholas Penna Crpc directly, you can use the email address **************@raymondjames.com. Complete contact information is available upon registration with Muraena.

Who is Nicholas Penna Crpc?

Nicholas Penna is a seasoned financial professional with over two decades of experience in wealth management and financial advisory roles. Currently serving as Senior Vice President at Raymond James, he emphasizes a personalized approach to financial planning, ensuring that each strategy aligns with the unique goals and risk tolerance of his clients. His background includes a significant tenure at Morgan Stanley, where he honed his skills as a Financial Advisor, and earlier, he held a director-level position at Pfizer. Nicholas holds a Master's Degree in Exercise Physiology from the University of Maine, showcasing a diverse educational background. His commitment to continuous learning is reflected in his various certifications, including Chartered Retirement Planning Counselor. Outside of his professional pursuits, he is likely to have interests in health and fitness, given his academic background. Nicholas's approach to financial solutions is both disciplined and flexible, making him a trusted partner for clients seeking to grow and preserve their wealth.

Nicholas`s contact details

mail

**************@raymondjames.com

**************@morganstanley.com

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