Nicholas Pizii

Nicholas Pizii

Partner, Legacy Wealth Management
Phoenix, Arizona, United States

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Work Experience

Legacy Wealth Management

Partner

2021-01-01 - Present

Wells Fargo Advisors

First Vice President - Investments, Senior Fundamental Choice Portfolio Manager

2013-01-01 - 2021-01-01

UBS

Investment Associate

2008-02-01 - 2013-01-01

Morgan Stanley

Financial Advisor

2002-04-01 - 2008-02-01

Skills

wealth management family office investment management business succession planning legacy planning

Languages

No Languages Available