Nicholas A. M.

Financial Professional. Bachelors in Finance. Father Ryan Alum 2016. Masters in Business Administration 2025.

Role
Financial Professional at Peachtree Planning
Location
Nashville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nicholas A. M.

My name is Nicholas Adolfo Monterroso, I am from Nashville, TN, and currently still reside here. I graduated from Father Ryan High School in 2016. I have worked multiple jobs in a wide array of categories. I have a bachelors in finance and will be finishing my MBA in 2025. For further inquiries please call 61••••••72 or email n••••••••@peachtreeplanning.com/COMPLIANCE:20•••51/

Experience

  1. Financial Professional

    Peachtree Planning

    Nov 2023 — Present · Nashville, TN, US

    Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 44•••09. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

  • Middle Tennessee State University (MTSU)

    Bachelor of Science - BS, Finance

    2019 — 2022

  • The University of Tennessee at Chattanooga

    Business Administration, Management and Operations

    2016

  • Father Ryan High School

    Diploma, N/A

    2012 — 2016

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Nicholas A. M. — Financial Professional at Peachtree Planning in Nashville, TN, US | Unifers