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Nicholas Simonetti

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Nicholas Simonetti

Senior Financial Advisor, Senior Vice President | Merrill Lynch

Florida, Fort Myers, United States

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Nicholas Simonetti

Summary

Nicholas Simonetti is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The NS Group. With a strong focus on personalized wealth management strategies, he adeptly assists families and individuals in navigating their financial futures. His expertise spans management, retirement planning, risk assessment, and wealth management, making him a valuable asset to his clients. A graduate of Fordham University, Nicholas not only excelled academically but also on the soccer field as a Division 1 athlete. His bilingual skills in English and Spanish enhance his ability to connect with a diverse clientele. Nicholas's disciplined investment approach is complemented by systematic reviews of client portfolios, ensuring alignment with long-term financial goals. His commitment to client success and proactive planning sets him apart in the competitive finance industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Nicholas Simonetti

Work Experience

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Senior Financial Advisor, Senior Vice President at

Merrill Lynch

April 2009 - Present

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Nicholas Simonetti

Education

Fordham University, Bachelor's Degree

January 2002 - January 2006

Frequently Asked Questions about Nicholas Simonetti

What is Nicholas Simonetti email address?

Nicholas Simonetti's primary email address is *****************@gateway.net. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nicholas Simonetti work for?

Nicholas Simonetti is a Senior Financial Advisor, Senior Vice President at Merrill Lynch.

Where Nicholas Simonetti graduated from?

Nicholas Simonetti holds a degree in null from Fordham University.

How can I directly contact Nicholas Simonetti?

To contact Nicholas Simonetti directly, you can use the email address *****************@gateway.net. Complete contact information is available upon registration with Muraena.

Who is Nicholas Simonetti?

Nicholas Simonetti is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The NS Group. With a strong focus on personalized wealth management strategies, he adeptly assists families and individuals in navigating their financial futures. His expertise spans management, retirement planning, risk assessment, and wealth management, making him a valuable asset to his clients. A graduate of Fordham University, Nicholas not only excelled academically but also on the soccer field as a Division 1 athlete. His bilingual skills in English and Spanish enhance his ability to connect with a diverse clientele. Nicholas's disciplined investment approach is complemented by systematic reviews of client portfolios, ensuring alignment with long-term financial goals. His commitment to client success and proactive planning sets him apart in the competitive finance industry.

Nicholas`s contact details

mail

*****************@gateway.net

******************@ml.com

Colleagues

Harish Ragavan

Vice President

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Harold Schloss

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Harrison Porter

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Harry Loftus

Wealth Management Advisor, Senior Vice President

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Harry Ratliff

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Harry Zwick

Private Client Advisor

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Harvey Snider

Wealth Management Advisor, Senior Vice President

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Heather Cleary

Management Trainee/Acting as Branch Manager

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