Nickolas Minard is currently a Senior Client Service Associate at Root Financial, where he has been instrumental in the creation, development, and growth of the client service team. He graduated Magna Cum Laude from Southern New Hampshire University with a Bachelor of Science in Finance, concentrating in Financial Planning, and holds Series 7, 63, and 66 licenses.
Having previously worked with Charles Schwab, Merrill Lynch, and other RIAs, he transitioned from a traditional advisory role to a client-focused role to ensure clients are treated as individuals rather than numbers and are educated about financial opportunities.
Residing in Phoenix with his husband, he is an active community member enjoying local eateries, world travel, and fitness.
