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MEMBER PROFILE

 

Nicholas Colombo

Edward Jones

 

Member profile details

Membership level
Connecticut + Tri-State Emerging Professional
First name
Nicholas
Last name
Colombo
Title
Financial Advisor, CFP® CEPA®
Company
Edward Jones
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Armonk
State
New York
 

PROFILE INFORMATION

Call me when
a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
Profession
  • Wealth Manager
Functional Expertise
  • Assurance
  • Business development
  • Cash management
  • Charitable giving
  • Compensation
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Management succession
  • Mergers
  • Retirement
  • Risk management
  • Strategic planning
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
Professional Certification(s)
CFP® CEPA®
Transition Planning Certification or Methodology
CEPA®
In Business Since
2018
How to contact
914-769-0540
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