Nick Mendelson

Financial Advisor @Morgan Stanley

Our foundation lies on understanding what matters most to our clients and perpetually deepening our understanding. Family, health, career and philanthropy matter to our clients and we are stewards to accomplishing their unique needs. Once their needs and concerns are firmly established we take a balanced approach to life and wealth with a client-centric approach to helping accomplish their goals. Our focus is on identifying strategies that are aligned with our client’s goals and executing on them. This is attainable by having financial planning at the core of our business. This allows us to identify inefficiencies and opportunities for our clients on both sides of the balance sheet, giving us a clear view of their financial picture. We make recommendations to align our client’s investment strategies with their goals and needs, focusing all of our energy on accomplishing them. © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: