Nicholas works closely with high net worth clients and their families by using a client-centered multigenerational approach to construct comprehensive, personalized financial plans that are designed to help identify, meet and exceed their financial goals. In 2019, Nicholas earned the CFP® designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethica
l requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination, covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Disclaimers:
© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
For more information on the designation(s), go to
https://advisor.morganstanley.com/schneiderman-wealth-management-group
NMLS #: 1437895
