Nick Villano, CFP® is Managing Director of LeRoy Wealth Management Group.
With more than ten years of experience in the financial industry, Nick oversees business operations and strategy for the practice. In addition, Nick works alongside John LeRoy in structuring comprehensive wealth solutions for high net-worth individuals and families. He works closely with attorneys, certified public accountants, insurance specialists, and investment managers at Summit Financial, LLC to ensure that each plan is executed to our client’s satisfaction.
Designations & Licensing:
- CERTIFIED FINANCIAL PLANNER®
- Series 7 & 66 Licensed
- Life & Health Insurance Licensed
Education:
- SUNY Cobleskill, BT Agribusiness & Economics