Nicolas began his career in the financial services industry in 1997. Prior to joining Avidian, he was a Financial Advisor with RJ Capital. In addition, he previously was a Managing Partner and Chief Compliance Officer with TMFS, Vice President of the Private Client Division at Charles Schwab and an Advisor at Morgan Stanley. His experience includes portfolio management, tax and estate plans and risk management solutions. He obtained an MBA in Finance and Business Administration from Western New England University.

Education & Designations

MBA in Finance, Western New England University

Bachelor’s Degree, Westfield State University

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