Nickolas Gazzola

Nick has dedicated the past five years to helping individuals and families achieve long-term financial success. As a key member of our team, he brings a deep understanding of portfolio construction and strategic investment planning to guide clients toward financial security.

Nick began his career as a trader and an analyst, producing in-depth research reports to help financial advisors make informed portfolio decisions. Before joining our firm, he worked as a portfolio associate at an asset manager focused on international and emerging markets. There, he gained valuable experience in asset allocation and investment strategy, working with pension funds and institutional clients. His expertise lies in building well-structured portfolios tailored to clients' long-term goals, ensuring their wealth is managed with care and precision.

Nick earned his B.S. in Financial Investments from Wilkes University while playing linebacker alongside his twin brother. He holds both the Series 7 and 66 designations as a registered representative and investment advisor representative.

Outside of the office, Nick enjoys spending time outdoors—golfing in the summer and snowboarding in the winter. His dedication to discipline, strategy, and performance translates directly to how he manages clients' financial futures: with confidence, careful planning, and a commitment to long-term success.