Merrill Lynch Financial Advisor Nicholas Baumgarten

Merrill Lynch Financial Advisor Nicholas Baumgarten is a dedicated finance institution located at 6000 Fairview Road, Charlotte, North Carolina, United States. Nicholas Baumgarten is accessible, knowledgeable, and experienced, committed to building and maintaining a strong relationship with clients. Passionate about helping clients make important financial decisions, Nicholas Baumgarten offers insights, observations, and personalized wealth management strategies to help clients pursue their financial goals.

With a focus on understanding each client's full financial picture, Nicholas Baumgarten can create flexible strategies tailored to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on client goals and aspirations.

As a Merrill Lynch Wealth Management Advisor, Nicholas Baumgarten prioritizes family, goals, and priorities, adapting financial approaches to meet changing needs over time. By getting to know each client personally, Nicholas Baumgarten helps develop financial strategies that reflect individual investment personalities and life priorities.

With a focus on helping clients achieve their goals, Nicholas Baumgarten offers personalized financial plans designed to manage, grow, and preserve wealth while considering long-term impacts. By staying informed of changes in clients' lives and revisiting financial approaches regularly, Nicholas Baumgarten aims to help clients stay on track to reach their financial aspirations.

Through a dedicated one-on-one relationship, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. With access to the latest investment insights and tips, clients can work with Nicholas Baumgarten to live their best financial life.

Nicholas Baumgarten is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult legal and tax advisors before making financial decisions. With a focus on client needs and financial goals, Nicholas Baumgarten is committed to helping clients achieve their aspirations through personalized financial planning.