Verified recordFinancial Services

Nicholas Perez

Private Wealth Advisor at Americana Partners

Based in Midland-Odessa, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Midland-Odessa

Industry

Financial Services

Company size

88

Contact information

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Email

1 credit

n•••••••@americanapartners.com

Phone

5 credits

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Background

About Nicholas Perez

Nicholas Perez is a Private Wealth Advisor with Americana Partners. Prior to joining the firm in 2023, he was a Registered Wealth Management Associate with The Fidelis Group at Morgan Stanley, a Financial Solutions Advisor for Merrill Lynch, and a Relationship Manager for Bank of America. Nicholas is a 2019 graduate of the University of Texas at the Permian Basin, majoring in Finance. He enjoys spending time with friends and family as well as traveling with his wife Amanda, their son Noah, and their puppy Ollie.

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