Nicholas Perry
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Nicholas Perry Email & Phone Number

Premium Investment Consultant II at Merrill Edge
Location: New Bedford, Massachusetts, United States 3 work roles 1 school
1 work email found @coastaloutsourcedsolutions.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email n****@coastaloutsourcedsolutions.com
LinkedIn Profile matched
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Current company
Role
Premium Investment Consultant II
Location
New Bedford, Massachusetts, United States
Company size

Who is Nicholas Perry? Overview

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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
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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
Merrill Edge
Premium Investment Consultant II
Website
Employees
2267
AeroLeads page
3 roles

Nicholas Perry work experience

A career timeline built from the work history available for this profile.

Premium Investment Consultant

Current

Lincoln, Rhode Island, United States

Jan 2023 - Present

Indirect Loan Processor

United States

- 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

United States

- 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 →

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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