Founder
CurrentGreenway is a modern financial planning firm dedicated to helping people make smarter financial decisions so they can maximize their impact. Visit us at www.greenwaywealth.com.
Jan 2018 - Present
AeroLeads people directory · profile
Nick Foy, Cfp® Email & Phone Number
Founder at Greenway Wealth Advisors
at
Greenway Wealth Advisors
1 work email found
@greenwaywealth.com
1 phone found area 704
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder at Greenway Wealth Advisors
Location
Charlotte, North Carolina, United States
Company size
Who is Nick Foy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Foy, Cfp® is listed as Founder at Greenway Wealth Advisors at Greenway Wealth Advisors, a company with 5 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at greenwaywealth.com, phone signal with area code 704, and a matched LinkedIn profile for Nick Foy, Cfp®.
Nick Foy, Cfp® previously worked as Founder at Greenway Wealth Advisors and Partner at Cavu Wealth Advisors. Nick Foy, Cfp® holds 2004, Communication from Miami University.
Company email context
Email format at Greenway Wealth Advisors
This section adds company-level context without repeating Nick Foy, Cfp®'s masked contact details.
{first}@greenwaywealth.com
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AeroLeads found 1 current-domain work email signal for Nick Foy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nick Foy, Cfp®
Nick Foy, Cfp® is a Founder at Greenway Wealth Advisors at Greenway Wealth Advisors. He possess expertise in financial planning, asset management, estate planning, portfolio optimization, modern portfolio theory and 10 more skills.
Listed skills include Financial Planning, Asset Management, Estate Planning, Portfolio Optimization, and 11 others.
Current workplace
Nick Foy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Greenway Wealth Advisors
5 roles · 21 years
Nick Foy, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner
Cavu Wealth Advisors
May 2011 - Dec 2017
Retirement Associate
-Worked with self-directed investors and small business owners assisting with complex retirement planning needs. Incorporated investment, tax, and estate planning, helping clients meet their long-term financial goals.-Initiated project to enhance our department processes and procedures regarding transferring retirement assets after divorce. Project lead to.
Aug 2007 - Apr 2011
Client Relationship Associate
-Assisted self-directed investors in making smarter financial decisions, particularly regarding their investment choices.
Feb 2007 - Aug 2007
Director Of Student Ministries
Charlotte North Fellowship
2005 - 2007
~2 yrs
Team & coworkers
Colleagues at Greenway Wealth Advisors
Other employees you can reach at greenwaywealth.com. View company contacts for 5 employees →
NF
Natalie Foy, Cfa, Cfp®
Colleague at Greenway Wealth AdvisorsCharlotte, North Carolina, United States, United States
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JH
Jen Hill, Cfp®
Colleague at Greenway Wealth AdvisorsCharlotte, North Carolina, United States, United States
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AC
Allie Crouch, M.Ed.
Colleague at Greenway Wealth AdvisorsUnited States, United States
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Natalie Foy, Cfa, Cfp®
Colleague at Greenway Wealth AdvisorsCharlotte, North Carolina, United States, United States
View →
JH
Jen Hill, Cfp®
Colleague at Greenway Wealth AdvisorsCharlotte, North Carolina, United States, United States
View →
AC
Allie Crouch, M.Ed.
Colleague at Greenway Wealth AdvisorsUnited States, United States
View →
3 education records
Nick Foy, Cfp® education
2004, Communication
Certificate In Financial Planning, Finance
Education record
Campolindo High School
FAQ
Frequently asked questions about Nick Foy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nick Foy, Cfp® work for?
Nick Foy, Cfp® works for Greenway Wealth Advisors.
What is Nick Foy, Cfp®'s role at Greenway Wealth Advisors?
Nick Foy, Cfp® is listed as Founder at Greenway Wealth Advisors at Greenway Wealth Advisors.
What is Nick Foy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @greenwaywealth.com for Nick Foy, Cfp® at Greenway Wealth Advisors.
What is Nick Foy, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 704 for Nick Foy, Cfp® at Greenway Wealth Advisors.
Where is Nick Foy, Cfp® based?
Nick Foy, Cfp® is based in Charlotte, North Carolina, United States while working with Greenway Wealth Advisors.
What companies has Nick Foy, Cfp® worked for?
Nick Foy, Cfp® has worked for Greenway Wealth Advisors, Cavu Wealth Advisors, The Vanguard Group, and Charlotte North Fellowship.
Who are Nick Foy, Cfp®'s colleagues at Greenway Wealth Advisors?
Nick Foy, Cfp®'s colleagues at Greenway Wealth Advisors include Natalie Foy, Cfa, Cfp®, Jen Hill, Cfp®, and Allie Crouch, M.Ed..
How can I contact Nick Foy, Cfp®?
You can use AeroLeads to view verified contact signals for Nick Foy, Cfp® at Greenway Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nick Foy, Cfp® attend?
Nick Foy, Cfp® holds 2004, Communication from Miami University.
What skills is Nick Foy, Cfp® known for?
Nick Foy, Cfp® is listed with skills including Financial Planning, Asset Management, Estate Planning, Portfolio Optimization, Modern Portfolio Theory, Strategic Financial Planning, Asset Managment, and Retirement Planning.
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