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Nicholas May Email & Phone Number
Independent Financial Advisor
at
ValueBridge Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Independent Financial Advisor
Location
Scottsdale, Arizona, United States
Company size
Who is Nicholas May? Overview
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Quick answer
Nicholas May is listed as Independent Financial Advisor at ValueBridge Wealth Management, a company with 246 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Nicholas May.
Nicholas May previously worked as Financial Planner at Valuebridge Wealth and Financial Advisor at Westpac Wealth Partners. Nicholas May holds Bachelor Of Arts - Ba, Economics, Graduated from Arizona State University.
Company email context
Email format at ValueBridge Wealth Management
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ValueBridge Wealth Management
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Profile bio
About Nicholas May
Financial empowerment is not just about numbers on a balance sheet; it's about paving the way for a brighter future for each client I work with. By Prioritizing excellence and integrity in all aspects of my work, I ensure that the solutions I offer are not only tailored to their needs but also focused on their individual financial goals. My approach is centered around a process-oriented strategy that highlights the importance of cultivating healthy financial habits rather than just selling a product. I firmly believe that by educating and guiding clients towards making informed decisions, we can build a solid foundation for their financial success. Every interaction with a client is an opportunity to bridge the gap between their aspirations and reality. By understanding each client's dreams and aspirations, I aim to streamline the process by creating a roadmap that will lead them towards a secure and prosperous future. Together, helping navigate the complexities of the financial world and work towards turning their dreams into reality.
Current workplace
Nicholas May's current company
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Valuebridge Wealth Management
9 roles · 11 years
Nicholas May work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current
Valuebridge Wealth
Nov 2022 - Present
Financial Advisor
CurrentAs a Wealth Management Advisor and a broker, I can say it has been a journey marked by growth and learning. My role involved crafting personalized financial strategies for clients, helping them navigate through the complexities of investments, retirement planning, and risk management. The trust my clients placed in me was not just a professional.
Jan 2024 - Present
Insurance Broker
As a Brokered Agent at Guardian, I can't help but feel a sense of pride and accomplishment. Each day was a new challenge, a puzzle to be solved, as I navigated the complex world of finance and investments for my clients. The fast-paced environment demanded quick thinking and adaptability, but it was the personal connections and trust built with clients.
Jan 2024 - Aug 2024
Wmc Financial Advisor
Reflecting on my time as a Wealth Management Advisor for Northwestern Mutual, I consider my journey to be marked by a steadfast commitment to my clients' financial prosperity and a comprehensive understanding of intricate financial strategies. In my role, I was responsible for crafting personalized financial plans that resonated with my clients'.
Nov 2022 - Feb 2024
Institutional Sales - Small To Mid Market; Vanguard Retirement Plan Access
This role was centered around my ability to fostering relationships with financial advisors and investment firms, promoting VRPA's offerings, and driving sales within the company. The job involved a blend of sales acumen, product knowledge, and strategic planning, as with any wholesaler I had to develop effective strategies to reach sales targets and.
Dec 2019 - Nov 2022
Flagship Plus Senior Operations Specialist
2018 - 2020
~2 yrs
Small Business Solutions Associate
2016 - 2018
~2 yrs
College Financial Representative
2015 - 2016
~1 yr
Team & coworkers
Colleagues at ValueBridge Wealth Management
Other employees you can reach at thewp2.com. View company contacts for 246 employees →
RF
Rachel Fk Novak, Cexp™
Colleague at Valuebridge Wealth ManagementPortland, Oregon Metropolitan Area, United States
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JL
Jacob Larkey, Mba
Colleague at Valuebridge Wealth ManagementBozeman, Montana, United States, United States
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HH
Howard Hugo
Colleague at Valuebridge Wealth ManagementGreater Sydney Area, Australia
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MW
Mendy Wuensch
Colleague at Valuebridge Wealth ManagementLos Angeles, California, United States, United States
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KT
Kayla Toves-Vincilione
Colleague at Valuebridge Wealth ManagementSacramento, California, United States, United States
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DT
Dandy Thompson
Colleague at Valuebridge Wealth ManagementGreater Sydney Area, Australia
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PR
Pedro Reyes
Colleague at Valuebridge Wealth ManagementUnited States, United States
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NM
Nicholas Manago
Colleague at Valuebridge Wealth ManagementHawaii, United States, United States
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AL
Angela Lovelady-Watkins
Colleague at Valuebridge Wealth ManagementWeatherford, Texas, United States, United States
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JB
John Brockington
Colleague at Valuebridge Wealth ManagementSan Diego County, California, United States, United States
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Rachel Fk Novak, Cexp™
Colleague at Valuebridge Wealth ManagementPortland, Oregon Metropolitan Area, United States
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JL
Jacob Larkey, Mba
Colleague at Valuebridge Wealth ManagementBozeman, Montana, United States, United States
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HH
Howard Hugo
Colleague at Valuebridge Wealth ManagementGreater Sydney Area, Australia
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MW
Mendy Wuensch
Colleague at Valuebridge Wealth ManagementLos Angeles, California, United States, United States
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KT
Kayla Toves-Vincilione
Colleague at Valuebridge Wealth ManagementSacramento, California, United States, United States
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DT
Dandy Thompson
Colleague at Valuebridge Wealth ManagementGreater Sydney Area, Australia
View →
PR
Pedro Reyes
Colleague at Valuebridge Wealth ManagementUnited States, United States
View →
NM
Nicholas Manago
Colleague at Valuebridge Wealth ManagementHawaii, United States, United States
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AL
Angela Lovelady-Watkins
Colleague at Valuebridge Wealth ManagementWeatherford, Texas, United States, United States
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JB
John Brockington
Colleague at Valuebridge Wealth ManagementSan Diego County, California, United States, United States
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1 education record
Nicholas May education
FAQ
Frequently asked questions about Nicholas May
Quick answers generated from the profile data available on this page.
What company does Nicholas May work for?
Nicholas May works for ValueBridge Wealth Management.
What is Nicholas May's role at ValueBridge Wealth Management?
Nicholas May is listed as Independent Financial Advisor at ValueBridge Wealth Management.
Where is Nicholas May based?
Nicholas May is based in Scottsdale, Arizona, United States while working with ValueBridge Wealth Management.
What companies has Nicholas May worked for?
Nicholas May has worked for Valuebridge Wealth Management, Valuebridge Wealth, Westpac Wealth Partners, Guardian Life, and Northwestern Mutual.
Who are Nicholas May's colleagues at ValueBridge Wealth Management?
Nicholas May's colleagues at ValueBridge Wealth Management include Rachel Fk Novak, Cexp™, Jacob Larkey, Mba, Howard Hugo, Mendy Wuensch, and Kayla Toves-Vincilione.
How can I contact Nicholas May?
You can use AeroLeads to view verified contact signals for Nicholas May at ValueBridge Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Nicholas May attend?
Nicholas May holds Bachelor Of Arts - Ba, Economics, Graduated from Arizona State University.
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