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Nick Barlotta

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Nick Barlotta

Branch Manager, Senior Vice President - Investments | Benjamin F. Edwards

Destin, Florida, United States

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Nick Barlotta

Summary

Nick Barlotta is a seasoned financial professional with extensive experience in investment management and financial advisory. Currently serving as Branch Manager and Senior Vice President at Benjamin F. Edwards & Co., he prioritizes clients' financial goals over product sales, a philosophy that sets his firm apart in the industry. With a career spanning several decades, including a notable tenure in the United States Air Force, Nick brings a unique perspective to wealth management. His expertise encompasses a wide range of financial instruments, from stocks and bonds to retirement planning and estate planning. Nick's commitment to ethical financial practices and client-first service has earned him respect in the financial community. He has successfully navigated through various financial institutions, demonstrating adaptability and leadership in each role. His educational background in accounting further enhances his analytical skills and strategic thinking in finance. Outside of work, Nick is likely to engage in community activities, reflecting his dedication to service both in and out of the office.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Nick Barlotta

Work Experience

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Branch Manager, Senior Vice President - Investments at

Benjamin F. Edwards

May 2013 - Present

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Branch Manager, First Vice President at

Wells Fargo Advisors

January 2009 - April 2013

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Branch Manager, Vice President - Investments at

WACHOVIA SECURITIES

January 2008 - January 2009

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Financial Consultant, Associate Vice President at

AG Edwards

December 1995 - January 2008

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Air Force, Retired at

United States Air Force

February 1976 - December 1995

Nick Barlotta

Education

st. Leo college, B.A.

Frequently Asked Questions about Nick Barlotta

What is Nick Barlotta email address?

Nick Barlotta's primary email address is *************@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nick Barlotta work for?

Nick Barlotta is a Branch Manager, Senior Vice President - Investments at Benjamin F. Edwards, a company specializing in Functions related to depository banking.

Where Nick Barlotta graduated from?

Nick Barlotta holds a degree in Accounting from st. Leo college.

How can I directly contact Nick Barlotta?

To contact Nick Barlotta directly, you can use the email address *************@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.

Who is Nick Barlotta?

Nick Barlotta is a seasoned financial professional with extensive experience in investment management and financial advisory. Currently serving as Branch Manager and Senior Vice President at Benjamin F. Edwards & Co., he prioritizes clients' financial goals over product sales, a philosophy that sets his firm apart in the industry. With a career spanning several decades, including a notable tenure in the United States Air Force, Nick brings a unique perspective to wealth management. His expertise encompasses a wide range of financial instruments, from stocks and bonds to retirement planning and estate planning. Nick's commitment to ethical financial practices and client-first service has earned him respect in the financial community. He has successfully navigated through various financial institutions, demonstrating adaptability and leadership in each role. His educational background in accounting further enhances his analytical skills and strategic thinking in finance. Outside of work, Nick is likely to engage in community activities, reflecting his dedication to service both in and out of the office.

Nick`s contact details

mail

*************@benjaminfedwards.com

Colleagues

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Nicole Avery-Young

Branch Relationship Administrator - Associate Vice President

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Steven Perry

Financial Consultant/ Branch Manager/Senior Vice President Investments

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Steven Phillips

Managing Director - Investments

Cfp Peter Tampellini

Senior Vice President - Investments

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Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

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Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

Frances Williams

Vice President Investments, Co-Branch Manager

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