Nick’s 25-year career in financial services began with Wachovia Bank as a Management Trainee. Since then, he has worked in several capacities within the industry, from traditional banking to financial planning and asset management. He joined Smith Barney as a Financial Advisor in 2005, where he focused primarily on wealth management. In 2010, he joined Baird and holds Series 6,7,63, and 65 securities licenses.
A North Carolina native, Nick is a graduate of the University of North Carolina at Chapel Hill with a degree in Economics and has a financial planning certification from the College of Charleston.
Nick is an active supporter of Florence Crittenton, Fisher House, and the Lowcountry Food Bank.
In his spare time, Nick enjoys sports and traveling. Nick, his wife Katherine, and son Nicholas reside in Mt. Pleasant.
2024 Forbes Best-In-State Wealth Advisors. Published 4/3/24, rankings based on data as of 6/30/23
2025 Forbes Best-In State Wealth Advisors. Published 4/8/25, rankings based on data as of 6/30/24
2026 Forbes Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25