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Nicholas Palmieri | Financial Advisor

Profile img for Nicholas Palmieri, financial advisor at Wells Fargo Advisors
Paramus, NJ
Nicholas Palmieri
Financial Advisor
Senior Vice President - Investments at
Wells Fargo Advisors

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Important Disclosures

Allow Me to Introduce Myself
Nicholas Palmieri is a Senior Vice President - Investments and Senior Financial Advisor at Wells Fargo Advisors, working with individuals, families, and businesses to help them overcome the everyday hurdles of financial and life management. Growing up in a blue-collar family, he learned to work hard against adversity, surpass the goals he set for himself, and respect others regardless of their background. As your personal 'Chief Financial Officer,' Nick will utilize these family values and apply them to your relationship with him. Every day we make important life decisions while navigating the financial landscape and preparing for our future, which can be a daunting task. Nick has experienced these same financial, career, and lifestyle challenges, which drove him to want to help others and become your Financial Advisor. With a passion for helping others become financially independent, Nick's mission is to provide goals-based planning and innovative strategies to help his clients grow, protect, and distribute their wealth in the most efficient manner. He uses the depth of Wells Fargo Advisors' resources and platforms, coupled with his experience in investment planning and asset allocation, to explore various methods that clearly define strategies appropriate for his client's situation. Rather than focus on a single name or product, Nick focuses on all aspects of his client's lives. Nick is a graduate and proud alumnus of the New Jersey Institute of Technology, where he received a Bachelor of Science degree in International Business and Finance. Nick, his wife Kristen, and their three children, Breya, Kyden, and Braxten, along with their dog and cat, currently live in Northern New Jersey. In his free time, Nick enjoys spending time with his wife and children, playing and coaching sports, traveling to the Caribbean and staying physically fit in competitive family games.
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Specialties and Expertise

7
Portfolio Construction
Endowments & Charities
Sports and Entertainment
High Net Worth Planning
Ultra High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income

Clientele

7
Business Owners
Attorneys & Paralegals
Corporate Executives
Divorcees
High Net Worth Individuals
Partners at Law Firms
Wealthy Families

Education

1
New Jersey Institute of TechnologyInternational Business and FinanceYear Obtained: 2013

Job History

2
UBS Asset Management Investment Consultant2014-2018
UBS Wealth ManagementComplex Analyst2009-2014
Quick Facts About Nicholas
Years of Experience:15 yearsMember since:2025Average Account Size:$1,200,000Number of clients:175

Services Provided

How I help my clients

Investment Planning

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Estate Planning Strategies

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Investment Management

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Retirement Planning

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Paramus, NJ
Nicholas Palmieri
Financial Advisor
Senior Vice President - Investments at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 01-09-2025