Nicholas Wells

Nicholas is licensed in Life, Accident, and Health Insurance, holds Series 7 and Series 65 securities registrations, and is a graduate of the University of Maryland, College Park. He entered the financial services industry with a clear purpose: to guide families and individuals through the complex issues of personal finance. Nicholas is passionate about simplifying important decisions and helping clients feel confident about protecting what matters most.

As an Investment Advisor Representative, Nicholas acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Coming from a military family, Nicholas values discipline, integrity, and service. Outside of work, he enjoys spending time with family and friends, staying active at the gym, and being outdoors.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

Check the background of this registered representative on FINRA’s BrokerCheck