David Nicholson
Senior Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
About David Nicholson
I have been with Merrill Lynch Wealth Management, in Evansville, Indiana since 2008. I began my career in the Financial Service Industry in 1981. I have dedicated myself to developing deep working relationships by approaching clients on a life by life basis. My personal goal is to be an essential resource to clients by building a base of knowledge and understanding that will place me in a position to consult and advise to help meet each client\'s individual goals. As a team, Nicholson, Smith & Associates works with a select number of high net worth professionals, retirees, individuals, and families, helping to ensure access and creating a caring personalized environment. I have the capabilities to bring the resources of Merrill to clients with a local, personalized touch. The NSA team and I, take our responsibilities to clients seriously by providing disciplined and customized strategies. We work to provide an exceptional level of client care and service. As a 1977 graduate of Indiana University, I hold the FINRA Series 5, 6, 7, 8, 63 and 65 registrations. I also hold Life, Health and Long Term Care Insurance Licenses. I married my wife LaDonna in 1978, and currently reside in Evansville, Indiana. We are the proud parents of two daughters and five beautiful grandchildren.
Experience
Senior Financial Advisor, Senior Vice President
Aug 2008 — Present
Education
Indiana University
Bachelor's Degree
1973 — 1977
Skills
- Investments
- Wealth
- Asset Management
- Retirement
- Bonds
- Asset Allocation
- Mutual Funds
- Saving for Education
- Financial Advisory
- Uniform Combined State Law
- Roth Ira
- Iras
- Equities
- Wealth Management
- 529 Plans
- Fixed Annuities
- Investment Strategies
- Alternative Investments
- High Net Worth Individuals
- Series 7
- Investment Advisory
- Wealth Management Services
- Fixed Income
- Financial Analysis
- Wealth Accumulation
- Retirement Planning
- Customized Wealth Planning
- Variable Annuities
- Etfs
- Portfolio Management
- Series 63
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