Nick Foy, Cfp®

Nick Foy, Cfp® Email and Phone Number

Founder at Greenway Wealth Advisors @ Greenway Wealth Advisors
charlotte, north carolina, united states
Nick Foy, Cfp®'s Location
Charlotte, North Carolina, United States, United States
Nick Foy, Cfp®'s Contact Details

Nick Foy, Cfp® personal email

Nick Foy, Cfp® phone numbers

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.

Nick Foy, Cfp®'s Current Company Details
Greenway Wealth Advisors

Greenway Wealth Advisors

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Founder at Greenway Wealth Advisors
charlotte, north carolina, united states
Website:
greenwaywealth.com
Employees:
5
Nick Foy, Cfp® Work Experience Details
  • Greenway Wealth Advisors
    Founder
    Greenway Wealth Advisors Jan 2018 - Present
    Charlotte, North Carolina Area
    Greenway 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.
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  • Cavu Wealth Advisors
    Partner
    Cavu Wealth Advisors May 2011 - Dec 2017
    Charlotte, North Carolina Area
  • The Vanguard Group
    Retirement Associate
    The Vanguard Group Aug 2007 - Apr 2011
    Charlotte, North Carolina Area
    -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 significant improvements regarding the way these clients were assisted. -Earned CFP(R) designation during my time at Vanguard.
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  • The Vanguard Group
    Client Relationship Associate
    The Vanguard Group Feb 2007 - Aug 2007
    Charlotte, North Carolina Area
    -Assisted self-directed investors in making smarter financial decisions, particularly regarding their investment choices.
    View
  • Charlotte North Fellowship
    Director Of Student Ministries
    Charlotte North Fellowship 2005 - 2007

Nick Foy, Cfp® Skills

Financial Planning Asset Management Estate Planning Portfolio Optimization Modern Portfolio Theory Strategic Financial Planning Asset Managment Retirement Planning Investments Retirement 401k Financial Advisory Wealth Wealth Management Services Finance

Nick Foy, Cfp® Education Details

Frequently Asked Questions about Nick Foy, Cfp®

What company does Nick Foy, Cfp® work for?

Nick Foy, Cfp® works for Greenway Wealth Advisors

What is Nick Foy, Cfp®'s role at the current company?

Nick Foy, Cfp®'s current role is Founder at Greenway Wealth Advisors.

What is Nick Foy, Cfp®'s email address?

Nick Foy, Cfp®'s email address is ni****@****lth.com

What is Nick Foy, Cfp®'s direct phone number?

Nick Foy, Cfp®'s direct phone number is +170424*****

What schools did Nick Foy, Cfp® attend?

Nick Foy, Cfp® attended Miami University, University Of Georgia - Terry College Of Business, Campolindo High School.

What are some of Nick Foy, Cfp®'s interests?

Nick Foy, Cfp® has interest in Children.

What skills is Nick Foy, Cfp® known for?

Nick Foy, Cfp® has skills like Financial Planning, Asset Management, Estate Planning, Portfolio Optimization, Modern Portfolio Theory, Strategic Financial Planning, Asset Managment, Retirement Planning, Investments, Retirement, 401k, Financial Advisory.

Who are Nick Foy, Cfp®'s colleagues?

Nick Foy, Cfp®'s colleagues are Allie Crouch, M.ed., Jen Hill, Cfp®, Natalie Foy, Cfa, Cfp®.

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