Nicholas Degeorge
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management | Las Vegas, Nevada, United States
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Nicholas Degeorge serves as a Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he leverages his extensive expertise to guide clients through the complexities of financial planning and wealth management. With a deep commitment to continuous learning, Nicholas embraces the philosophy that each day presents a new opportunity for growth—not just for himself, but for the families and individuals he serves. His approach is rooted in a holistic understanding of financial well-being, encompassing critical areas such as Retirement Income Planning, Social Security Strategy, and Investment Portfolio Management.
Nicholas is particularly passionate about assisting multi-generational families in navigating the intricacies of wealth transfer strategies and concentrated stock positions. His proficiency in specialized lending solutions, including mortgage refinancing and commercial lending, enables him to provide tailored financial solutions that align with his clients' unique goals. Additionally, he excels in education planning, ensuring that families can effectively fund their children's futures while maintaining a robust investment portfolio.
His skill set extends to high net worth portfolio management and goals-based wealth management, where he employs a problem-solving mindset to address the specific financial challenges faced by business owners and affluent clients. By integrating health and wellness considerations into his financial strategies, Nicholas ensures that his clients' financial plans are not only sound but also sustainable over the long term. As he continues to pursue advanced certifications and education, Nicholas remains dedicated to enhancing his clients' financial literacy and empowering them to make informed decisions that will secure their legacies for generations to come.
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management in June 2019 to Present
Wealth Advisor at Zions Bancorp | Nevada State Bank in January 2018 to June 2019
Co-Founder | Head of Customer Success at YouStake in January 2016 to December 2017
Senior Registered Client Associate at Merrill Lynch Wealth Management in August 2010 to January 2016
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Working with Business Owners
Multi-generational Family Wealth Advising
Health and Wellness
Social Security Analysis
Portfolio Review
Liquidity Management
High Net Worth Portfolio Management
Behavioral Finance
Goals Based Wealth Management
Financial Problem Solver
Income Planning
Business Exit Planning
Customized Retirement Planning
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What is Nicholas Degeorge email address?
Email Nicholas Degeorge at [email protected] and [email protected]. This email is the most updated Nicholas Degeorge email found in 2026.
What is Nicholas Degeorge phone number?
Nicholas Degeorge phone number is +17276446649 and +14178850678.
How to contact Nicholas Degeorge?
To contact Nicholas Degeorge send an email to [email protected] or [email protected]. If you want to call Nicholas Degeorge try calling on +17276446649 and +14178850678.
What company does Nicholas Degeorge work for?
Nicholas Degeorge works for Merrill Lynch Wealth Management
What is Nicholas Degeorge's role at Merrill Lynch Wealth Management?
Nicholas Degeorge is Senior Financial Advisor, Vice President
What industry does Nicholas Degeorge work in?
Nicholas Degeorge works in the Financial Services industry.
Nicholas Degeorge Email Addresses
Nicholas Degeorge Phone Numbers
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