Client Service Associate
Nickolas is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Nickolas recently graduated from CSU, Fullerton and earned a B.A. in Business Administration with a concentration in Finance in addition to completing the Personal Financial Planning Program. He is originally from Napa, CA and in his free time enjoys cooking, running, and basketball.