A Barron's Top 1,200 Financial Advisor 2021, Forbes Best in State Wealth Advisor 2018 - 2021. Financial Times Top 400 Advisor in 2015 and 2016. Nick focuses on tax and estate planning strategies, concentrated stock positions, the sale of privately held businesses, and philanthropic services. - Graduated with honors from Harvard University in 1991. - Surface Warfare Officer with the United States Navy. Four years on the USS John Young. Retired after 16 additional years of service as an active reservist having earned the rank of Commander. - I am one of less than 5% of Morgan Stanley Financial Advisors with the Family Wealth Director designation as of September 2020. - With nearly 20 years of financial planning experience, I believe in investing with intelligence. I do my homework, and thoroughly understand my clients needs and goals before developing an individually tailored wealth management strategy. - I earned the Certified Financial Planner (CFP) designation from the College for Financial Planning. The CFP certification carries with it an ethical duty to look after my clients investments, which I extend to every aspect of my profession. - Member of Morgan Stanleys prestigious Master's Club from 2004 to 2015, and President's Club from 2016-2020. The appointment recognizes Nick's consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. - Learn more about our practice at our web site: https://fa.morganstanley.com/threeoaks/index.htm