Premium Investment Consultant
Current
Jan 2023 - Present
AeroLeads people directory · profile
Nicholas Perry Email & Phone Number
Premium Investment Consultant II
at
Merrill Edge
1 work email found
@coastaloutsourcedsolutions.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Premium Investment Consultant II
Location
New Bedford, Massachusetts, United States
Company size
Who is Nicholas Perry? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nicholas Perry is listed as Premium Investment Consultant II at Merrill Edge, a company with 2267 employees, based in New Bedford, Massachusetts, United States. AeroLeads shows a work email signal at coastaloutsourcedsolutions.com and a matched LinkedIn profile for Nicholas Perry.
Nicholas Perry previously worked as Premium Investment Consultant at Merrill Edge and Indirect Loan Processor at Coastal Outsourced Solutions. Nicholas Perry holds Bachelor'S Degree, Accounting from University Of Massachusetts Dartmouth.
Company email context
Email format at Merrill Edge
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{first}.{last}@coastaloutsourcedsolutions.com
86% confidence
AeroLeads found 1 current-domain work email signal for Nicholas Perry. Compare company email patterns before reaching out.
Profile bio
About Nicholas Perry
I am passionate about helping clients achieve their financial goals through strategic investment planning and wealth management. Let's connect to explore how I can add value to your investment journey and help you navigate the ever-changing financial landscape!
Current workplace
Nicholas Perry's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Edge
3 roles
Nicholas Perry work experience
A career timeline built from the work history available for this profile.
Indirect Loan Processor
- Develop and maintain relationships with dealerships, auto retailers, and other indirect lending partners.- Assess the creditworthiness of borrowers by analyzing credit reports, income verification, and other relevant financial documents.- Stay informed about regulatory changes and industry best practices to ensure compliance and risk mitigation.
Jan 2022 - Jan 2023
Financial Advisor
- Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.- Develop and implement investment strategies aligned with clients' objectives, considering factors such as asset allocation, diversification, and risk management.- Conduct cash flow analysis, budgeting, and goal setting.
Jun 2021 - Mar 2022
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
CH
Carson Hymas, Crpc®
Colleague at Merrill Edge
Greater Phoenix Area, United States
View →
NW
Nelob Waiz (Crpc™, Mba)
Colleague at Merrill Edge
Jacksonville, Florida, United States, United States
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GF
Greg F.
Colleague at Merrill Edge
Towson, Maryland, United States, United States
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CH
Casey Hull
Colleague at Merrill Edge
Cincinnati Metropolitan Area, United States
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VM
Victoria Milton
Colleague at Merrill Edge
Jacksonville Beach, Florida, United States, United States
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ST
Sierra Thraen, Mba
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
ME
Milen Erickson
Colleague at Merrill Edge
Princeton Junction, New Jersey, United States, United States
View →
JM
John Marshall Iii, Mba, Crpc®
Colleague at Merrill Edge
Park Ridge, New Jersey, United States, United States
View →
NA
Nathaniel Arias
Colleague at Merrill Edge
Greater Boston, United States
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JG
John Gilligan
Colleague at Merrill Edge
United States, United States
View →
Carson Hymas, Crpc®
Colleague at Merrill Edge
Greater Phoenix Area, United States
View →
NW
Nelob Waiz (Crpc™, Mba)
Colleague at Merrill Edge
Jacksonville, Florida, United States, United States
View →
GF
Greg F.
Colleague at Merrill Edge
Towson, Maryland, United States, United States
View →
CH
Casey Hull
Colleague at Merrill Edge
Cincinnati Metropolitan Area, United States
View →
VM
Victoria Milton
Colleague at Merrill Edge
Jacksonville Beach, Florida, United States, United States
View →
ST
Sierra Thraen, Mba
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
ME
Milen Erickson
Colleague at Merrill Edge
Princeton Junction, New Jersey, United States, United States
View →
JM
John Marshall Iii, Mba, Crpc®
Colleague at Merrill Edge
Park Ridge, New Jersey, United States, United States
View →
NA
Nathaniel Arias
Colleague at Merrill Edge
Greater Boston, United States
View →
JG
John Gilligan
Colleague at Merrill Edge
United States, United States
View →
1 education record
Nicholas Perry education
FAQ
Frequently asked questions about Nicholas Perry
Quick answers generated from the profile data available on this page.
What company does Nicholas Perry work for?
Nicholas Perry works for Merrill Edge.
What is Nicholas Perry's role at Merrill Edge?
Nicholas Perry is listed as Premium Investment Consultant II at Merrill Edge.
What is Nicholas Perry's email address?
AeroLeads has found 1 work email signal at @coastaloutsourcedsolutions.com for Nicholas Perry at Merrill Edge.
Where is Nicholas Perry based?
Nicholas Perry is based in New Bedford, Massachusetts, United States while working with Merrill Edge.
What companies has Nicholas Perry worked for?
Nicholas Perry has worked for Merrill Edge, Coastal Outsourced Solutions, and New York Life Insurance Company.
Who are Nicholas Perry's colleagues at Merrill Edge?
Nicholas Perry's colleagues at Merrill Edge include Carson Hymas, Crpc®, Nelob Waiz (Crpc™, Mba), Greg F., Casey Hull, and Victoria Milton.
How can I contact Nicholas Perry?
You can use AeroLeads to view verified contact signals for Nicholas Perry at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Perry attend?
Nicholas Perry holds Bachelor'S Degree, Accounting from University Of Massachusetts Dartmouth.
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