Nick Sullivan

Associate Wealth Manager
Certified Financial Planner®

About

As an Associate Wealth Manager, Nick helps clients realize what truly matters most in their financial lives and works to develop financial plans that reflect their values and goals. In addition to working with clients on their financial plans, Nick is instrumental in supporting the management of clients' investment portfolios and communicating PrairieView's investment philosophy.

Bio

“I feel very fortunate to have a career where people ask for my advice, and actually use that advice to make decisions about their financial future. I often remind myself that to provide my perspective is a privilege, and is something I take a great deal of pride in. It is extremely rewarding to be able to directly witness a client realize ‘Hey! This isn’t so far out of reach. We can do this!’ Being a steward of someone’s hopes and dreams can sometimes be a lot to bear, but there is nothing better than being a part of helping a client achieve their goals.”

After earning his degrees in Finance and Economics from Penn State University, Nick worked as an analyst for a Fortune 500 company where he gained valuable insight into how a business operates, and what factors go into the decision making process. He made a career change to the financial services industry, gaining his Series 7, Series 63, and Series 65 licenses. He worked as a financial advisor with The Vanguard Group, helping them roll out their Personal Advisor Services platform for existing and prospective clients. During this time, Nick earned his Certified Financial Planner® designation.