Founder And Wealth Advisor
Current
Aug 2017 - Present
AeroLeads people directory · profile
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® Email & Phone Number
Founder, Wealth Advisor at Provident Wealth, LLC
at
Provident Wealth, LLC
2 work emails found
@claytonbank.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Wealth Advisor at Provident Wealth, LLC
Location
Farragut, Tennessee, United States
Who is Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® is listed as Founder, Wealth Advisor at Provident Wealth, LLC at Provident Wealth, LLC, based in Farragut, Tennessee, United States. AeroLeads shows a work email signal at claytonbank.com and a matched LinkedIn profile for Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®.
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® previously worked as Founder and Wealth Advisor at Provident Wealth, Llc and AVP, Senior Trust Officer at Clayton Bank & Trust. Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® holds Wealth Management Theory & Practice from Yale School Of Management.
Company email context
Email format at Provident Wealth, LLC
This section adds company-level context without repeating Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®'s masked contact details.
*@claytonbank.com
71% confidence
AeroLeads found 2 current-domain work email signals for Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® is a Founder, Wealth Advisor at Provident Wealth, LLC at Provident Wealth, LLC. He possess expertise in investments, 401k, operations management, project management, wealth management and 13 more skills.
Listed skills include Investments, 401K, Operations Management, Project Management, and 14 others.
Current workplace
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 20 years
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® work experience
A career timeline built from the work history available for this profile.
Avp, Senior Trust Officer
Jul 2014 - Jul 2017
Avp, Trust Officer
Mar 2012 - Jul 2014
Assistant Trust Officer
May 2010 - Feb 2012
Personal Intern To Jim Clayton
2007 - 2009
~2 yrs
6 education records
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® education
Wealth Management Theory & Practice
Retirement Income Certified Professional® Education Program
Certificate In Financial Planning
Southeastern Trust School - Certificate In Trust And Fiduciary Management
Bachelor'S, Finance, Accounting
FAQ
Frequently asked questions about Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® work for?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® works for Provident Wealth, LLC.
What is Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®'s role at Provident Wealth, LLC?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® is listed as Founder, Wealth Advisor at Provident Wealth, LLC at Provident Wealth, LLC.
What is Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®'s email address?
AeroLeads has found 2 work email signals at @claytonbank.com for Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® at Provident Wealth, LLC.
Where is Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® based?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® is based in Farragut, Tennessee, United States while working with Provident Wealth, LLC.
What companies has Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® worked for?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® has worked for Provident Wealth, Llc, Clayton Bank & Trust, and Clayton Bank And Trust.
How can I contact Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp®?
You can use AeroLeads to view verified contact signals for Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® at Provident Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® attend?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® holds Wealth Management Theory & Practice from Yale School Of Management.
What skills is Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® known for?
Nicholas Vantrease, Mba, Cfp®, Cpwa®, Ricp® is listed with skills including Investments, 401K, Operations Management, Project Management, Wealth Management, Trust Management, Department Budgeting, and Financial Analysis.
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