Senior Associate of Business Development
Nick is a Senior Associate of Business Development at Clarity 2 Prosperity and Prosperity Capital Advisors. Nick will provide advisors and clients with the resources, tools, and information they need to make successful financial decisions. Utilizing his experience in the advisor and client service role, Nick works alongside Amy Frederick with advisors in every field of the business with a focus on educating them on product and sales ideas.
Nick began his career in the financial services industry in 2013 after graduating college. He immediately took to the advisor support role and worked successfully as an internal wholesaler for both a mutual fund and a unit investment trust distribution firm. He believes in studying the markets, products, and information at hand to make well-informed decisions in order to provide excellent support to his clients. He joined the C2P and PCA teams in July 2017.
Nick graduated from Denison University in 2012 and he currently holds his Series 7 and 63 in addition to his life insurance license. Nick and his wife are the proud owners of two dogs, and he enjoys hiking, cooking, basketball, and exploring the local food scene in Cleveland.
Things you must know about Nick:
- Senior Associate of Business Development.
- Holds his Series 7 and 63 alongside his life insurance license
- Graduated from Denison University
Fun Facts about Nick:
- Most likely to be at the beach on the weekend
- Avid supporter of Cleveland sports teams
- Former college radio DJ