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Senior Vice President Investments
Certified Financial Planner, UBS Financial Services
FAMILY:
Married 23 years with two children
EDUCATION:
C.F.P., College of Financial Planning
M.A., Ohio State University
B.A., Bowling Green State University
SUMMARY:
Financial Planner since 1980, providing services such as regularly scheduled client reviews, monthly financial information disbursement through weekly seminars and periodic mailings, annual tax information updates, living trusts in conjunction with local attorneys, complimentary planning strategy and financial plans and computerized monitoring of all investments. Currently with partner, Tim Cornell, managing over $220 Million.
OBJECTIVE:
Mr. Nicholson's goal is to provide the highest quality and most personalized service in the Dayton area. Through extended training in Financial Planning strategies, Mr. Nicholson can provide a more personalized program of investing for each client.
EMPLOYMENT HISTORY:
UBS PaineWebber 1988-Present
Sr. Vice President Investments,
E.F. Hutton, Sr. VP Investments 1980-1988
ASSOCIATION AND COMMUNITY ACTIVITIES:
Institute of Certified Planners, Member in good standing
Culture Works, Past Trustee, Past Treasurer
Culture Works, Superstar Patron
Miami Valley Community Concerts Association, Trustee
Dayton Area Special Olympics, Volunteer
St. Andrew Church, Finance Chairman
Jerry Lewis Telethon, Volunteer
Sigma Alpha Epsilon Fraternity, Alumni
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