Nick St. George, Mooresville Financial Advisor

Nick St. George, 

CFP®, CRPC®, CPFA
Wealth Advisor, RJFS

How do you empower your clients to live their Signature Life?

As a North Carolina based advisor, I oversee and coordinate the financial affairs of a select group of families and individuals. Coming from a compliance background, I am able to transfer my analytical skills and attention to detail to help clients properly outline risks and plan for their financial futures. I am deeply committed to my clients and place a high level of emphasis on creating an outstanding client experience. My mission is to help clients identify and ultimately achieve what is most important to them - both personally and financially. My commitment to this mission is defined by three core principles:

  1. Comprehensive support throughout life’s milestones from our Lasting Advice and Guidance
  2. Getting the job done through Customized Planning
  3. Providing a high level of customer service

The objective of every relationship is to build confidence, comfort, and reassurance.

 

What does your life look like outside of the office?

Originally from Lincoln, Rhode Island, I've called the Charlotte area home for more than 10 years. I currently reside in Denver, NC, with my wife Kelly and our two children Bo & Caroline. When I'm not chasing the kids around the house I enjoy playing golf and hockey.

 

What can you tell us about your professional journey?

My financial services career began after graduating from Bryant University in Smithfield, Rhode Island, with a degree in Finance. In 2014 I became a Chartered Retirement Planning Counselor℠ or CRPC® and in 2017 I became board certified as a CERTIFIED FINANCIAL PLANNER™ professional. In addition, I'm also a registered principal, registered options principal, and registered municipal securities principal. In 2019, I obtained my Certified Plan Fiduciary Advisor (CPFA) credential, demonstrating knowledge, expertise, and commitment to working with retirement plans.

 


 

FUN FACT: 

Nick first found his love for the stock market after winning a stock market “game” in 6th grade. He bought Nike, EA Sports, and Hasbro (RI-based) along with a couple of others. After that, his grandparents started gifting him a share of Disney or IBM at Christmas time and he's been hooked ever since.

 

Managing Your Money Doesn’t Have To Be Complicated

When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.