Nicholas Gagliardo
Gagliardo Wealth Management of Raymond James | Personalized Financial Planning & Investment Management.
- Role
- Gagliardo Wealth Management of Raymond James at Raymond James
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicholas Gagliardo
Nicholas Gagliardo First Vice President, Raymond…
Experience
Gagliardo Wealth Management of Raymond James
Jun 2025 — Present
Nick provides comprehensive, client-focused wealth management, personalized financial planning and risk management to individuals, families and business owners in pursuit of their financial goals.
Education
NYS
NYS Life/Health/Accident 2012
St. John Fisher College
B.S. Management
2003 — 2007
Skills
- Bloomberg
- Financial Planning
- Financial Analysis
- Asset Managment
- Insurance
- Wealth Management
- Finance
- Valuation
- Due Diligence
- Retirement Planning
- Credit Risk
- Credit Analysis
- Financial Markets
- Buy-Sell
- 401k
- Investments
- Equities
- Bonds
- Portfolio Management
- Asset Management
- Financial Advisory
- Securities
- Credit
- Capital Markets
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Fixed Income
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