In his role as a Wealth Manager, Mr. Nickel manages client portfolios and helps clients determine their long-term financial goals by implementing strategies designed to improve clients’ financial wellness. His areas of focus range from early stage investing to retirement planning strategies, wealth transfer and estate planning.
Prior to joining First Republic in 2016, Mr. Nickel was a Senior Vice President and Resident Director with Merrill Lynch for ten years. Before Merrill Lynch he was at Banc of America Investments for five years and Mr. Nickel began his investment career at Morgan Stanley.
Mr. Nickel attended the College of San Mateo located in San Mateo, California.
Wealth Management Experience: Since 1999
Check the background of this investment professional on FINRA’s BrokerCheck.