Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® Email & Phone Number

Greenville, Rhode Island, Us

Greenville, Rhode Island, Us

Holistic, comprehensive wealth management practice dedicated to maintaining the financial independence of our clients and their families. Our focus areas include investments, life/disability/long term care insurance, employee benefits, retirement planning, income tax planning, estate planning, budgeting, divorce mediation/resolution, and Social Security and Medicare planning, among others.

As a comprehensive financial planning firm, we provide extensive insight and advice in all areas of personal and professional wealth management. Our team of expert, well-credentialed professionals design actionable strategies aimed at long-term wealth success.Our extensive experience working with high net-worth individuals and their families, as well as family businesses and foundations, coupled with our impressive industry credentials - makes Legatus Wealth New England’s premier boutique planning firm.By respecting the unique journey of each individual client, we work hard to uncover and understand their desired lifestyle and goals. With purposeful intent, we lean on this insight to design a truly custom strategy that provides a clear pathway to their ideal life. These goal-oriented plans can include:Personal Financial PlanningInvestment ManagementBusiness ManagementTax Planning ServicesRetirement Planning and Sustainable Income StrategiesLife, Long-Term Care, and DisabilityEstate PlanningSocial Security and Medicare Analysis

New York, Ny, Us

Founded wealth management practice focused on assisting clients with the management of their investments, as well as insurance, banking, lending and credit needs. Successfully balanced investment management, sales activities, customer service, client development, administrative, compliance, and personal growth and development according to a self-developed business plan.

Arlington, Virginia, Us

Senior Observer Controller/Trainer assigned to a multi-component Field Artillery Training Support Battalion located at the Army's largest post-mobilization training facility, Camp Shelby Joint Forces Training Center. Commands a team of trainers tasked with preparing Reserve Component Army, Air Force, and Navy units to deploy in support of Overseas Contingency Operations (OCO). Coaches, teaches, and mentors commanders, platoon leaders, and senior Non-Commissioned Officers in the application of current doctrine and emerging tactics, techniques and procedures for base defense, escalation of force, biometrics, site exploitation, and upban operations in a COIN environment. Provides support to brigade and battalion mobilization missions as directed. Responsible for six vehicles and organizational property totaling $2 million, as well at the health, welfare, morale, and professional development of 15 Non-Commissioned Officers.

Arlington, Virginia, Us

Company Fire Support Officer for a 171 man Stryker equipped Rifle Company with the requirement for no-notice deployment worldwide with 96 hours. Responsible for the training and tactical employment of a 6 man fire support team in full spectrum operations with a focus on MOUT, limited visibility, and precision operations and maintaining one Fire Support Stryker variant. Plan, coordinate, and integrate all fire support assets into the company scheme of fires to include battalion and company mortars, field artillery, attack aviation, close air support, and all non-lethal effects. Responsible for developing and executing a fire support training program that ensures combat readiness of the company mortar section and platoon maneuver-shooters. Responsible for the combat readiness, physical readiness, welfare, morale, conduct and force protection of the fire support team and the well-being of their families. Special emphasis areas included additional duty as the Company Intel Support Team OIC, and Pay Agent for the Commander's Emergency Relief Program - Iraq.

Arlington, Virginia, Us

Platoon Leader in a M777A2 Field Artillery Battery in direct support of the 1/25 Stryker Brigade Combat Team in Alaska with the mission of the Global Response Brigade (GRB). Responsible for the training, welfare and development of 13 Non-Commissioned Officers and 28 Soldiers who provide command and control, cannon crew drill, fire direction, and ammunition logistical support for a Field Artillery Battery. Ensures the platoon's personnel are trained and the platoon's equipment is ready for full spectrum operations. Supervises the accountability and maintenance of 3 howitzers, 11 wheeled vehicles, and 11 Force XXI Battle Command Brigade and Below digital systems valued at over $8 million. Special emphasis areas included additional duty at the Unit Movement Officer and the Arms Room Officer.

Arlington, Virginia, Us

Platoon Fire Direction Officer for a M198 Field Artillery Battery in direct support of the 1/25 Stryker Brigade Combat Team. Responsible for maintaining situational awareness, ammunition management, maintenance status, updated intelligence information and firing capabilities as the Fire Direction Center. Responsible for receiving, developing, and disseminating operations orders. Responsible for the training and welfare of 2 Non-Commissioned Officers ad 4 Soldiers including accountability and maintenance of the platoon's Fire Direction Center Equipment valued at over $1 million. Special emphasis areas included additional duty as the Arms Room Officer.

Investment Management Theory & Practice Program

Master Of Business Administration

Bachelor Of Science, Business Administration; Finance