Nicholas RoutzahnNicholas Routzahn, CFP®Wealth Advisor
LinkedInAbout Nicholas
Nicholas Routzahn is a Wealth Advisor with J.P. Morgan Wealth Management.
Nick works closely with high-net-worth individuals and families who seek experienced guidance to help make the best use of their assets. He offers sophisticated yet understandable advice that is tailored to their circumstances and goals. Nick believes in the power of a high-touch approach and gets to know each individual on a personal basis, investing himself in their stories and the aspirations that matter most. He has built a reputation as a hardworking and relatable Advisor, and loves connecting with people to see how he can be a partner in their success.
Long drawn to the energy of investing and the markets, Nick earned a B.S. in Finance from Arizona State University. He holds the CERTIFIED FINANCIAL PLANNER® designation.
Nick finds that combining his love of numbers with his talent for fostering strong relationships is the key to adding value across each client's financial life. Nick began his career at Merrill Lynch Wealth Management, where he built in-depth capabilities in long-term strategic planning and investing. Now at J.P. Morgan, he is excited to be with a firm that embraces the growth opportunities in the area.
Nick enjoys training for ultra-marathons, playing golf and watching sports, especially football. He is driven to make an impact on the community and strives to get involved from a leadership perspective. Originally from Philadelphia, Nick has lived in California, Scottsdale and now Dallas—experiences which reflect his desire to travel and explore new places.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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