Nicolas Stanley

Nicolas Stanley is a Financial Planning Consultant at one of the largest, most established wealth management businesses in the industry. He focuses on developing financial plans for high-net-worth individuals with complex estate and tax planning needs. He brings over 10 years of industry experience.

Prior to his current role, Nicolas worked at UBS in Beverly Hills and at Merrill Lynch in New York City.  In both roles he provided planning support to financial advisors—at UBS he covered 5 Southern Branches and at Merrill he covered the Rockefeller Center Branch. He also founded a registered investment advisor firm that delivered planning services online for a fixed retainer. 

Nicolas graduated from University of California, Davis with a Bachelor of Arts (B.A.) in Philosophy. He also earned in Master of Science (M.S.) in Personal Financial Planning from Kansas State University. Nicolas is a CERTIFIED FINANCIAL PLANNER™ practitioner with 10 professional designations covering various planning areas, like income taxes, life insurance, investment management and divorce.