PROFESSIONAL PROFILE

Financial Advisor Roger Nicholson is a First Vice President- Investments. A graduate of the University of Buffalo with a degree in Business Administration (emphasis on Finance), Roger has been in the financial services industry since 1961 and with Merrill Lynch since 1985. Wealth Management Advisor and First Vice President Ann Nicholson is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. A graduate of Colgate University with a degree in Mathematics, Ann has been with Merrill Lynch since 1984. Wealth Management Advisor and Vice President Stephen Nicholson, also a Certified Financial Planner™ certificant, joined Merrill Lynch in 1994 after receiving his degree in Finance from St. Bonaventure University. Lorynn McCarthy is a Senior Registered Client Associate who has worked with Roger since 1984.

The Nicholson Group currently has $575 million in assets under management, advising Pension and Profit-Sharing/401(K) accounts, Foundations, 501c(3) organizations as well as individuals on their personal, retirement and education assets. It is our goal to responsibly guide, advise and create diversified strategies and solutions for our clients, with the assistance of up-to-date technological tools such as Client Review Center for monitoring client asset allocation and performance as well as Assessing Your Goals retirement analyses.