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Se-Awma™ Nick Kozak Cdfa

Se-Awma™ Nick Kozak Cdfa

Wealth Management Advisor, Managing Director | Merrill Lynch

Bloomfield Hills, Michigan, United States

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Se-Awma™ Nick Kozak Cdfa

Summary

Se-Awma™ Nick Kozak is a seasoned Managing Director and Wealth Management Advisor with over a decade of experience at Merrill Lynch Wealth Management. He specializes in intricate business exit strategies and multi-generational family wealth advising, drawing from his background in family businesses. His unique perspective enables him to navigate complex family dynamics and legacy planning needs effectively. Nick is also a Certified Divorce Financial Analyst, focusing on achieving favorable outcomes for families in high-asset divorce situations. His dedication to building meaningful relationships with clients, including athletes and entertainers, sets him apart in the wealth management industry. Recognized by Forbes as part of America's Top Wealth Management Teams, he combines professional expertise with a personal touch. Nick is passionate about philanthropy and is committed to helping families create lasting legacies.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Se-Awma™ Nick Kozak Cdfa

Work Experience

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Wealth Management Advisor, Managing Director at

Merrill Lynch

October 2010 - Present

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Se-Awma™ Nick Kozak Cdfa

Education

Portland State University, Bachelor's Degree

January 2004 - January 2006

Frequently Asked Questions about Se-Awma™ Nick Kozak Cdfa

What is Se-Awma™ Nick Kozak Cdfa email address?

Se-Awma™ Nick Kozak Cdfa's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Se-Awma™ Nick Kozak Cdfa work for?

Se-Awma™ Nick Kozak Cdfa is a Wealth Management Advisor, Managing Director at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Se-Awma™ Nick Kozak Cdfa graduated from?

Se-Awma™ Nick Kozak Cdfa holds a degree in from Portland State University.

How can I directly contact Se-Awma™ Nick Kozak Cdfa?

To contact Se-Awma™ Nick Kozak Cdfa directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Se-Awma™ Nick Kozak Cdfa?

Se-Awma™ Nick Kozak is a seasoned Managing Director and Wealth Management Advisor with over a decade of experience at Merrill Lynch Wealth Management. He specializes in intricate business exit strategies and multi-generational family wealth advising, drawing from his background in family businesses. His unique perspective enables him to navigate complex family dynamics and legacy planning needs effectively. Nick is also a Certified Divorce Financial Analyst, focusing on achieving favorable outcomes for families in high-asset divorce situations. His dedication to building meaningful relationships with clients, including athletes and entertainers, sets him apart in the wealth management industry. Recognized by Forbes as part of America's Top Wealth Management Teams, he combines professional expertise with a personal touch. Nick is passionate about philanthropy and is committed to helping families create lasting legacies.

Se-Awma™`s contact details

mail

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

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