Nick is responsible for providing wealth management services and financial planning at Washington Trust Wealth Management. He works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help them to efficiently meet their goals through a combination of investment, estate, insurance, and tax planning services and advice. He is also a voting member of the Investment Committee of Washington Trust Advisors.
Nick has more than 10 years of experience in the wealth management, financial planning, and insurance fields. Throughout his career, Nick has provided high-end investment management, tax, estate, and financial planning services to high net-worth individuals, executives, business owners, and their families. Nick participated in Blackrock’s Emerging Leaders program which is designed to help advisors develop their leadership skills to ultimately deliver a more meaningful client experience. Nick previously served as Assistant Vice President, Financial Counselor at Weston Financial Group.
Nick holds his Master’s of Science in Personal Financial Planning and is a CFP® practitioner. He has also received numerous advanced designations including Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Portfolio Management Advisor™ (APMA™), Master Planner Advanced Studies™ (MPAS™) and Chartered SRI Counselor™ (CSRIC®), an advanced designation in sustainable, responsible, and impact (SRI/ESG) investing. Nick received bachelor’s degree from St. Anselm College where he was a member of the varsity hockey team.
A Rhode Island resident, Nick volunteers his time and supports a wide range of bank-sponsored community activities.
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