Nicklas R. Nagengast

About Nicklas R. Nagengast

Dedicated to Biotech Executive Financial Planning With 90% of my practice focused on life sciences professionals, I understand the unique financial planning considerations biotech executives face: → Equity compensation planning around clinical milestones and regulatory events → Financial planning considerations during IPO and acquisition events → Wealth management strategies for dynamic, growth-oriented careers → Coordination with specialized professionals (CPAs, attorneys, estate planners) Personal Connection to Life SciencesI\'m originally from the Albany, New York area and attended Bentley University. My dedication to biotech, pharma, and life science professionals comes from being diagnosed with Type 1 diabetes shortly after I turned 16. That experience helped define the person I\'ve become today and sparked in me a lifelong interest in the medical field, and a desire to help others - especially those who were there for me when I needed it. This personal connection drives my commitment to helping those who work hard every day to advance medicine and improve lives around the world. Comprehensive Financial Planning ApproachI work through Baystate Financial, where I guide clients through comprehensive financial planning and wealth management. I\'m Boston-based, however I work with and take on new clients all over the country. I serve as your financial planning coordinator, collaborating with your existing advisory team to address the complex financial considerations unique to biotech professionals. Giving people the knowledge and confidence they need to make informed financial decisions is simply part of who I am. Each and every day I strive to become a better version of myself, and am very serious about continuous improvement, in addition to helping others achieve their financial goals. Boston-Based, Serving Biotech Executives Nationwide Interested in discussing your financial planning needs? Let\'s explore how comprehensive planning can support your biotech career goalsI am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor Boston, MA 02210. I am licensed to sell insurance in: CA, CT, GA, MA, MD, NC, NH, NY, RICA Insurance License #: 41•••94, State of Domicile MAI am registered to offer securities in: MA & NYCRN20••••••••64

Experience

1. Financial Adviser

   Baystate Financial

   Jan 2019 — Present · Boston, MA, US

   Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead.Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 600 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.Learn more about Baystate Financial here:

Education

• Bentley University

  Bachelor's degree, Economics-Finance

• Berne-Knox-Westerlo Central School District

  Advanced Regents Diploma with Honors

Skills

• Microsoft Office
• Customer Service
• Public Speaking
• Microsoft Word
• Powerpoint
• Microsoft Excel
• Leadership
• Social Media
• Research
• Teamwork
• Project Management