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 July 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
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Quick answer
Nicholas Perry is listed as Premium Investment Consultant II at Merrill Edge, a 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
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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 to help clients achieve their short-term and long-term financial objectives.
Jun 2021 - Mar 2022
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
AB
Africa Becerra
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
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JB
Jaime Birchenough
Colleague at Merrill EdgePennington, New Jersey, United States
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BH
Bart Hartman, Crpc
Colleague at Merrill EdgeLake Worth, Florida, United States
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MC
Moira Cardanha
Colleague at Merrill EdgeCranston, Rhode Island, United States
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SB
Savanna Brown, Cfp®
Colleague at Merrill EdgeSpokane, Washington, United States
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JJ
Joshua Jerger
Colleague at Merrill EdgeQueen Creek, Arizona, United States
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CJ
Corey Johnson
Colleague at Merrill EdgeMetro Jacksonville, United States
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JC
James Constable
Colleague at Merrill EdgeUnited States
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OV
Omar Vang
Colleague at Merrill EdgeSacramento, California, United States
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MR
Marjorie Richesin
Colleague at Merrill EdgeFayetteville, Arkansas, United States
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Africa Becerra
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
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JB
Jaime Birchenough
Colleague at Merrill EdgePennington, New Jersey, United States
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BH
Bart Hartman, Crpc
Colleague at Merrill EdgeLake Worth, Florida, United States
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MC
Moira Cardanha
Colleague at Merrill EdgeCranston, Rhode Island, United States
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SB
Savanna Brown, Cfp®
Colleague at Merrill EdgeSpokane, Washington, United States
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JJ
Joshua Jerger
Colleague at Merrill EdgeQueen Creek, Arizona, United States
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CJ
Corey Johnson
Colleague at Merrill EdgeMetro Jacksonville, United States
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JC
James Constable
Colleague at Merrill EdgeUnited States
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OV
Omar Vang
Colleague at Merrill EdgeSacramento, California, United States
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MR
Marjorie Richesin
Colleague at Merrill EdgeFayetteville, Arkansas, United States
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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 Africa Becerra, Jaime Birchenough, Bart Hartman, Crpc, Moira Cardanha, and Savanna Brown, Cfp®.
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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