Nicholas Warner

Background

About Nicholas Warner

I'm a CERTIFIED FINANCIAL PLANNER™ professional at Merrill Lynch Wealth Management on Oak Harbor Blvd. in Slidell. I work with you and your family to build financial strategies that will help you reach your financial goals. Investing can be intimidating, and a comprehensive wealth plan can help reduce the stress associated with the uncertainty around things like retirement. We can see where you're at now, where you want to go, and we'll create a path that will help you get there. I have a simple process that begins with a discovery meeting where we talk about what's most important to you and your family. We'll review your finances, financial goals, investment experience, and when you want to achieve your goals. Once I understand the things that are most important to you, we'll build your plan. A financial plan organizes your financial assets and financial goals so that we can select the best investments for you, your family, and your business. The investments we select for you will be driven by your time horizon and the cost of your financial goals. Once we implement your plan, we continue to meet to help make sure you're on track and make changes as needed.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.