Nicholas A. Pizii
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“If you are working on something that you really care about, you don't have to be pushed. The vision pulls you.”
– Steve Jobs
As a member of Legacy Wealth Management, Nick helps the team's clients develop sound investment management strategies by focusing on each individual's unique financial environment. As a Senior Fundamental Choice Portfolio Manager with more than 18 years of experience, he provides customized portfolio management services using active asset allocation with a goal of long-term capital appreciation.1 He is dedicated to helping individuals and families take into account long-term goals, risk tolerance and major shifts in financial markets.
Nick primarily works with high-net-worth individuals, families and endowments, providing comprehensive planning and asset and liability management encompassing both sides of the client's balance sheet. Integrity, objective advice, attention to detail and unwavering concern for the well-being of his clients are the hallmarks of his service. With his colleagues at Legacy Wealth Management, he is teamed with advisors in Scottsdale, Arizona and Grosse Pointe, Michigan.
His financial services career began as a financial advisor with Morgan Stanley. In 2008, he joined the UBS Institutional Consulting Group, where he worked for almost five years. He then moved his financial practice to Wells Fargo Advisors in Scottsdale. He looks forward to helping his clients meet their financial goals for many years to come.
Nick has a bachelor's degree in finance from the University of Arizona and holds the 7, 63 and 65 registrations. Committed to helping his community prosper, he is active with charitable organizations. Away from the office, he enjoys traveling, reading, weight training, cycling, and playing basketball.
1 The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.