Nicholas Pileggi

Senior Wealth Advisor

Role: Senior Wealth Advisor at Marshall Financial
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nicholas Pileggi

Creative Planning provides comprehensive wealth management services including…

Experience

Senior Wealth Advisor
Marshall Financial
May 2022 — Present

Education

Drexel University
Bachelor of Science in Business Administration, Finance, Legal Studies
2009 — 2014
College for Financial Planning
CFP® Certification Program
2018
College for Financial Planning
Master of Science, Personal Financial Planning
2021 — 2023

Skills

Wealth Management
Asset Allocation
Banking
Financial Reporting
Financial Analysis
Financial Accounting
Account Reconciliation
Financial Modeling
Analysis
Portfolio Management
Finance
Microsoft Office
Microsoft Word
Accounting
Data Analysis
Powerpoint
Microsoft Excel

Contact information

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Work email
•••••@marshallfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Marshall Financial

Financial Services · 9 employees · Founded 1981 · Doylestown, Pennsylvania, United States

Marshall Financial Group is in the business of helping you achieve financial wellbeing, opening the door to a happier, healthier, more productive life. We’ve built Marshall Financial Group to be a home for helping you strive toward your ideal future. We provide a welcoming, non-judgmental environment where you can feel comfortable asking questions, exploring options, and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities, and build long-term paths to achievement. Through decades of working with entrepreneurs, businesses, and families through multiple generations, we’ve developed a holistic “life planning” approach with the goal of helping you and your family strive to acheive peace of mind. Our wealth management team can provide the support and resources you need to work toward you financial goals. You can utilize our reports and client portal to stay informed and connected. No matter what life brings, your Marshall Financial Group team will be with you—to provide steady, dependable advice you can count on, today and well into the future. For more information and to access our disclosure brochure, please visit our website below.

marshallfinancial.com

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