Nick Greer

Nick Greer As a Schwab Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

oach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 954-468-2409 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

Click the link to check out Liz Ann Sonders’ 2023 Market Outlook.
11/30/2022

Click the link to check out Liz Ann Sonders’ 2023 Market Outlook.

Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve ...
02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work i...
02/08/2022

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.

What are some ways you clock out?

I tried scheduling different activities after work to create a better boundary between my professional and personal life.

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more fr...
02/01/2022

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!

These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our da...
01/25/2022

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals.

The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.

Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble...
01/18/2022

Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble, one thing’s for sure: You'll be able to do so without the crowds that summer brings. Read the 14 National Parks you should visit!

Summer may be high season, but these parks are at their best in the colder months.

A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. ...
01/11/2022

A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. Let me know if you have any good book suggestions to add to my list.

Great reads that can help you become the person you'd like to be

Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Le...
01/04/2022

Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Learn how to set goals that will stick and make 2022 your best year yet!

With this approach, perhaps you can sidestep the inevitable challenges that come with traditional New Year’s resolutions and achieve lasting, positive changes.

Have you ever thought about what time of day you are the most charismatic? Chances are you can increase your charisma an...
12/21/2021

Have you ever thought about what time of day you are the most charismatic? Chances are you can increase your charisma and boost your effectiveness by being more mindful about the time of day you choose. Click to learn more.

Research suggests that understanding your circadian rhythms can help you become a better leader.

Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders d...
12/14/2021

Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders don’t have to be experts in mental health in order to demonstrate they care, but read how empathetic leadership contributes to positive relationships and drives results.

You always knew demonstrating empathy is positive for people, but new research demonstrates its importance for everything from innovation to retention.

Have you ever thought of what Nick Saban, a car dealership, and employee feedback have in common? The answer may not be ...
11/30/2021

Have you ever thought of what Nick Saban, a car dealership, and employee feedback have in common? The answer may not be obvious, but read along as we learn about why soliciting feedback from your employees is so important and how to do it.

Soliciting feedback from your employees is so important.

Address

500 E. Broward Boulevard Ste 101
Fort Lauderdale, FL
33394

Telephone

+19544682409

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