Nick Cassidy

Background

About Nick Cassidy

I believe clients want to work with an advisor who makes it a point to listen. I want to hear about your daily life, what you enjoy doing, the relationship you have with family members and the legacy you want to leave. That conversation may take a couple of meetings or several months and the familiarity it creates can help drive a financial approach that is aligned to your core values and beliefs. I equate being a good listener with a genuine curiosity about people and what's important to them. I developed this approach as a teenager, working as a teller for Bank of America in high school. I would greet clients by asking one simple question,"how may I help you?" Today, I continue to listen first, prioritize client needs and strive to build strong, long-term relationships. As you pass through life and celebrate different milestones, your financial needs and priorities may change. I strive to be a familiar source of guidance during life's transitions, helping you navigate uncertainty and maintain your focus on pursuing the life you envision. Drawing on the expansive tools, technology and insights of Merrill and with access to the banking, credit and lending of Bank of America, I can offer a range of potential solutions designed to meet the needs of business owners and executives, professionals, and families with multi-generational wealth. I am dedicated to walking you through nearly any financial issue you may encounter and facilitating decisions together on topics such as- Strategies for a lengthy retirement - Using your wealth to help address the needs of those you love - Business succession or monetizing equity - Wealth transfer and charitable distributions - How to efficiently exercise company stock options for additional purchasing power LEARN WHAT IT'S LIKE TO WORK WITH ME One of the best ways to find out how I can help you is to have a relaxed and stress-free conversation together. Please call me at 805-963-6311.