PROFESSIONAL PROFILE

Through Nick’s experiences within Global Wealth Management, he intimately understands the variety of clients’ goals and respective solutions to guide these visions to reality.

In his direct partnership with clients, Nick strategically positions account structures and investments to maximize the attainability of these aspirations. He specializes in asset transition strategies for individuals, businesses, and non-profit organizations.

Clients are further supported by the team’s specialists:

• Matt McKean – Trust & Estate
• David High – Insurance
• Deborah Pawlowski – Consumer Lending
• Tom Pavlick – Commercial Lending
• Mike Venturi – Corporate Retirement Plans

Nick, a designated Chartered Retirement Planning Counselor (CRPC®), has been with Merrill Lynch since 2004. He graduated cum laude from The College of New Jersey, where he joined the ranks of Delta Sigma Pi, a Professional Business Fraternity. Nick is a member of the Waldwick Chamber of Commerce and Lions Club. He is also an Eagle Scout alumni.

Yolanda McNeil, Registered Client Associate, has over 15 years of industry experience. She handles account administration, client relations, and trade requests. Yolanda is passionate about client service and will address all inquiries in a timely manner.