Nicolas is a senior financial planner for GWM USA LLC. Having spent 3 years with Northwestern Mutual a U.S based planning firm, he aims to provide a strong knowledge base and great work ethic to our firm. Originally from San Antonio, Texas he is now based in Miami and well placed to work with current and new clients.
Nicolas studied at Texas State University where he graduated with a degree in Finance. Once completed, he received his series 6, series 63, and Life & Health certifications. With the vast knowledge U.S based investments and insurance, he aims to provide our clients with the finest experience in financial planning.