PROFESSIONAL PROFILE
Nickolas J. Spiliotis, CFP®, CRPS®
Financial Advisor
Nick Spiliotis began his career as a Financial Advisor in 1994. He joined Merrill Lynch in 2008. Prior to Merrill Lynch he worked at such firms as A.G. Edwards and Smith Barney. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Plans Specialist designationSM.
Nick advises individuals and families on wealth accumulation, preservation and transfer through the creation of individual customized wealth management strategies utilizing a defined process. His process includes portfolio management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream.
In addition to helping families and individuals, he advises businesses on the design, implementation and maintenance of their 401k, Defined Contribution and Pension Plans. As part of this service he provides guidance and education to plan participants to help them plan for their financial future.
He is a lifelong resident of Long Island, NY and very involved in his community. He has served on several non-profit boards and has worked closely with non-profit organizations in his community.
He lives in Deer Park, NY with his wife Kathleen.