Nicholas Simonetti
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicholas Simonetti
Nick Simonetti is a Senior Financial Advisor leading The NS Group at Merrill Lynch Wealth…
Experience
Senior Financial Advisor, Senior Vice President
Apr 2009 — Present
Education
Fordham University
Bachelor's Degree
2002 — 2006
Skills
- Wealth Management
- Valuation
- Bonds
- Asset Allocation
- Fixed Income
- Financial Modeling
- Alternative Investments
- Financial Analysis
- Equities
- Hedge Funds
- Wealth
- Series 63
- Strategic Financial Planning
- Corporate Finance
- Uniform Combined State Law
- Retirement Planning
- Securities
- Mutual Funds
- Bloomberg
- Series 7
- Finance
- Portfolio Management
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