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Nick Edwards

Nick Edwards

Nick serves as an Associate Wealth Advisor for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in 2019.

Nick also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Nick was a financial analyst at Prasco Pharmaceuticals.

Nick’s credentials include:
  • Bachelor of Science, Finance, Ashland University
  • Level III candidate for Chartered Financial Analyst (CFA)
  • Notary public
  • Total Wealth Planning member of the Investment Policy Committee
  • Working towards earning his Series 65 Investment Advisor Representative
Nick is originally from the Cincinnati area and currently lives in Mason. Nick enjoys attending Red’s games, shooting sporting clays and spending time with family and friends.
 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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