AeroLeads people directory · profile
Nicholas A. Ibello, Cfp®, Aif® Email & Phone Number
Founder and CEO
at
Ibello Wealth Management
3 work emails found
@williamsassetmanagement.com
1 phone found area 410
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
Columbia, Maryland, United States
Company size
Who is Nicholas A. Ibello, Cfp®, Aif®? Overview
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Quick answer
Nicholas A. Ibello, Cfp®, Aif® is listed as Founder and CEO at Ibello Wealth Management, a company with 2 employees, based in Columbia, Maryland, United States. AeroLeads shows a work email signal at williamsassetmanagement.com, phone signal with area code 410, and a matched LinkedIn profile for Nicholas A. Ibello, Cfp®, Aif®.
Nicholas A. Ibello, Cfp®, Aif® previously worked as Founder & CEO at Ibello Wealth Management and Senior Financial Planner at Williams Asset Management. Nicholas A. Ibello, Cfp®, Aif® holds Ba, Economics from St. Mary'S College Of Maryland.
Company email context
Email format at Ibello Wealth Management
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*@williamsassetmanagement.com
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AeroLeads found 3 current-domain work email signals for Nicholas A. Ibello, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Nicholas A. Ibello, Cfp®, Aif®
Personal wellness sits at the heart of all my life endeavors. Whether it’s physical, emotional, social or financial; optimizing these ingredients can build the foundation for a healthy life. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I have advanced expertise in personal financial planning. This involves goal discovery and bridging the gap between where you are financially today, and those important future goals. The process is educational and informative and when you become my client, you also become a friend, and I will be there to help you and your family pursue your most important goals year over year:• Saving enough to retire comfortably – Retirement Planning• Putting your kids through college – Educational Planning• Wisely investing your hard-earned wealth – Investment Planning• Protecting yourself and family from risk exposures – Insurance Planning• Leaving a legacy for future generations – Estate/Legacy Planning & Wealth TransferWe’ll work as a team and I’ll guide you through the process to make it easy and understandable. I’ll help you determine if your current planning, saving, and sacrificing is sufficient to get you where you want to go. Together we will make sure you’re on track to reaching your goals, and I will be a sounding board along the way to offer objective advice, strategies, and guidance.Nick@IbelloWM.com𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘓𝘗𝘓 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳.
Listed skills include Retirement Income Strategies, Educational Planning, Investment Management, Tax Minimization Planning, and 26 others.
Current workplace
Nicholas A. Ibello, Cfp®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ibello Wealth Management
9 roles
Nicholas A. Ibello, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Founder & Ceo
CurrentAdvisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCIbello Wealth Management and LPL are separate and unrelated companies. Neither company provides tax or legal advice.Ibello Wealth Management and LPL are not responsible for and may not be held liable for the adequacy of the information available on the.
Aug 2024 - Present
Senior Financial Planner
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located in Columbia, Maryland. We provide independent and objective financial advice to a wide array of affluent individuals and families. We focus our practice on providing advice in areas such as investment planning.
Jan 2015 - Aug 2024
Financial Advisor
Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 3 partners with over 60 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes two attorneys who provide advanced estate and tax.
Jul 2014 - Dec 2014
Sales Support - Financial Advisor Segment
Proactive Engagement - responsible for contacting advisors to drive awareness, retain assets, and grow distribution within specified territories. Occasional travel when appropriate. Closely work with sales to increase adoption of our products and develop and maintain relationships with advisors. Reactive Service– Provide high quality relationship.
Mar 2013 - Jun 2014
Global Equity Senior Mutual Fund Accountant
Responsible for record keeping and cash reconciliation for various T Rowe Price mutual funds.Knowledge of the investment objectives of the mutual funds and micro/macro economic trends as to understand day to day activity w/in the funds such as portfolio turnover and cash flowsPoint of contact for any inquiries and problems on assigned funds, communicating.
Jun 2011 - Feb 2013
Summer Intern
- Gained exposure to rudimentary principles of financial services by assisting advisors with analysis and attending training seminars
- Worked directly with financial advisors in creating financial goal analysis (FGA’s) for prospective and current clients
Jul 2010 - Jul 2010
Summer Intern
- Shadowed Regional Manager of Europe and South America within International Trade and Investment Office
- Worked on various market/industry research projects requiring data analysis and Microsoft Excel proficiency
- Participated in important conference calls, delegations, and business meetings with prospective clients and companies looking to expand their operations
May 2010 - Jul 2010
Seasonal/Summer Assistant
Ibello Upholstery
- Worked in operations and sales for one of Baltimore’s largest upholstery companies
Jan 2005 - Jul 2010
2 education records
Nicholas A. Ibello, Cfp®, Aif® education
Ba, Economics
St. Mary'S College Of Maryland
Education record
Calvert Hall College High School
FAQ
Frequently asked questions about Nicholas A. Ibello, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Nicholas A. Ibello, Cfp®, Aif® work for?
Nicholas A. Ibello, Cfp®, Aif® works for Ibello Wealth Management.
What is Nicholas A. Ibello, Cfp®, Aif®'s role at Ibello Wealth Management?
Nicholas A. Ibello, Cfp®, Aif® is listed as Founder and CEO at Ibello Wealth Management.
What is Nicholas A. Ibello, Cfp®, Aif®'s email address?
AeroLeads has found 3 work email signals at @williamsassetmanagement.com for Nicholas A. Ibello, Cfp®, Aif® at Ibello Wealth Management.
What is Nicholas A. Ibello, Cfp®, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 410 for Nicholas A. Ibello, Cfp®, Aif® at Ibello Wealth Management.
Where is Nicholas A. Ibello, Cfp®, Aif® based?
Nicholas A. Ibello, Cfp®, Aif® is based in Columbia, Maryland, United States while working with Ibello Wealth Management.
What companies has Nicholas A. Ibello, Cfp®, Aif® worked for?
Nicholas A. Ibello, Cfp®, Aif® has worked for Ibello Wealth Management, Williams Asset Management, Wealth Enhancement Group, T. Rowe Price, and Ubs Financial Services.
How can I contact Nicholas A. Ibello, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Nicholas A. Ibello, Cfp®, Aif® at Ibello Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Nicholas A. Ibello, Cfp®, Aif® attend?
Nicholas A. Ibello, Cfp®, Aif® holds Ba, Economics from St. Mary'S College Of Maryland.
What skills is Nicholas A. Ibello, Cfp®, Aif® known for?
Nicholas A. Ibello, Cfp®, Aif® is listed with skills including Retirement Income Strategies, Educational Planning, Investment Management, Tax Minimization Planning, Charitable Gift Planning, Estate Planning, Estate Tax Planning, and Financial Planning.
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