Junior Wealth Advisor & Client Service Associate
Nick serves as a Junior Wealth Advisor & Client Service Associate for AlphaCore Capital, where he focuses on enhancing client experience and expanding AlphaCore's national reach. Nick truly believes that sound financial advice can change the world and can impact families for generations to come. Nick started his career at Merrill Lynch wealth management as part of their Financial Advisor Development Program. His responsibilities included business development and reporting, during his tenure his team recorded their strongest year of growth. Subsequently Nick joined Waddell & Reed where his responsibilities included financial planning and investment analysis. Later he accepted a position with a UBS wealth management team serving high net worth to ultra-high net worth clients where his responsibilities included trading and relationship management. Nick graduated magna cum laude from West Chester University of Pennsylvania. Nick resides in Mission Beach. He's passionate about automobiles, surfing and helping keep San Diego's beaches clean.
Education and Accreditation
West Chester University of Pennsylvania, BA in Marketing