David Nicholas

David Nicholas Email and Phone Number

President at Nicholas Wealth Management @ Nicholas Wealth Management
cobb county, georgia, united states
David Nicholas's Location
Atlanta, Georgia, United States, United States
David Nicholas's Contact Details
About David Nicholas

CEO and Founder of Nicholas Wealth Management, an investment and financial planning firm in Atlanta, Georgia. David has been serving clients as a financial advisor for over 17 years.He earned a master’s degree in financial planning from the University of Georgia and a business administration degree in finance with a concentration in economics from Kennesaw State. He also holds a certificate in adaptive leadership from Georgia State University. He passed the FINRA Series 7, 63 and 65 exams and holds Georgia, Alabama, and Texas insurance licenses.David was selected as one of 25 individuals in the Atlanta area to be a member of the Buckhead Coalition’s Diplomatic Leadership Corps, a one-time honor given in recognition of the coalition’s 25th anniversary. Atlanta magazine named David Nicholas, one of Atlanta's 500 most powerful leaders in December of 2020, 2021 and 2022.David is the host of "Retire Ready" TV which airs on CBS Sunday mornings at 11:30 AM and “Retire Ready” on 95.5 FM WSB Saturdays at 6 PM. David also hosts the "Retire Ready" podcast which can be heard on Apple Podcast, Google Podcast, Spotify & more!David’s opinions and commentaries have been featured frequently on Fox Business, CNBC, CNN, and Fox News.David and his family attend Church of the Apostles in Atlanta. He also loves giving back to the local community by speaking on leadership, government, and public policy at schools in the Atlanta area.Securities offered through World Equity Group, Member FINRA/SIPC.Investment advisory services offered through BluePath Capital Management, LLC and Triumph Wealth Advisors. Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

David Nicholas's Current Company Details
Nicholas Wealth Management

Nicholas Wealth Management

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President at Nicholas Wealth Management
cobb county, georgia, united states
Employees:
8
David Nicholas Work Experience Details
  • Nicholas Wealth Management
    President
    Nicholas Wealth Management Feb 2012 - Present
    Atlanta, Ga
  • Bluepath Capital Management
    Chief Executive Officer
    Bluepath Capital Management May 2016 - Present
    Atlanta, Georgia
  • World Equity Group
    Registered Representative
    World Equity Group Jul 2019 - Present
    Atlanta, Georgia, United States

David Nicholas Skills

Investments Leadership Marketing Wealth Management Finance Portfolio Management Public Speaking Retirement Planning Social Media Strategic Financial Planning Strategic Planning Microsoft Excel Strategy Marketing Strategy Business Development Retirement Financial Advisory Insurance Financial Planning Entrepreneurship Estate Planning Financial Analysis Life Insurance Asset Management Financial Risk Research Equities Management Consulting Mergers And Acquisitions Economics Market Research Mergers

David Nicholas Education Details

Frequently Asked Questions about David Nicholas

What company does David Nicholas work for?

David Nicholas works for Nicholas Wealth Management

What is David Nicholas's role at the current company?

David Nicholas's current role is President at Nicholas Wealth Management.

What is David Nicholas's email address?

David Nicholas's email address is dn****@****ies.com

What is David Nicholas's direct phone number?

David Nicholas's direct phone number is +167860*****

What schools did David Nicholas attend?

David Nicholas attended The University Of Georgia, Georgia State University, Kennesaw State University - Michael J. Coles College Of Business, North Cobb Christian.

What are some of David Nicholas's interests?

David Nicholas has interest in Cooking, Exercise, Electronics, Home Improvement, Reading, Crafts, Gourmet Cooking, Collecting, Home Decoration.

What skills is David Nicholas known for?

David Nicholas has skills like Investments, Leadership, Marketing, Wealth Management, Finance, Portfolio Management, Public Speaking, Retirement Planning, Social Media, Strategic Financial Planning, Strategic Planning, Microsoft Excel.

Who are David Nicholas's colleagues?

David Nicholas's colleagues are Amanda Serafino, Patricia Curtis, Caitlyn Mckinley, Aaron Gaines, Cfp®.

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