Nicholas ElsmoNicholas ElsmoWealth Advisor
About Nicholas
Nick Elsmo is a Wealth Advisor at J.P. Morgan Wealth Management.
As an Advisor with the award-winning Amato-Waldbauer Group, Nick works with ambitious wealth creators, high-earning professionals and affluent individuals and their families. He serves as their primary point of contact for all aspects of their financial well-being. Nick employs a planning approach with a holistic overview. His mission is to help define clear goals and bring a disciplined approach to his clients. Building long-lasting relationships and becoming their partner in their financial journey is a top priority.
Nick draws on the resources of the Amato-Waldbauer team—who hold the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst®(CFA®) designations—to deliver discretionary portfolios and wealth management. He taps J.P. Morgan's industry-leading research1, thought leadership and market perspectives in developing his recommendations. Both are conveyed with high transparency and clear expectations as he targets clients' important needs.
Nick knows the value that clients place on exceptional service, and to demonstrate that service, he makes every effort to deeply understand their needs and priorities. His many years of experience and client networks on both the East and West coasts were developed while working with Fisher Investments and Merrill Lynch. His strength lies in his ability to educate clients and simplify complex capital markets information.
A native of Maryland, Nick has deep roots in the MidAtlantic region which propelled him to earn a B.S. from The University of Delaware. He now lives in Darien, Connecticut, with his wife and their daughter. Together, they enjoy traveling and being involved in the local community.
Awards or rankings are not indicative of future success or results.
1Source: Institutional Investor, 2023.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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