MFG Brochure 2022
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AAMS®, AIF®<br />
NICK<br />
ABBOTT<br />
MANAGING PARTNER & FINANCIAL ADVISOR<br />
EXPERIENCE AND BACKGROUND<br />
As a financial advisor, Nick believes it is important to invest his time in<br />
developing deep relationships. Developing mutual trust with you and<br />
gaining understanding of your unique situation allows him to create<br />
appropriate and comprehensive strategies tailored to your needs.<br />
Whether for personal estates or businesses, Nick's goal is to work<br />
closely with you toward the most important long-term financial goals.<br />
EDUCATION<br />
Nick developed his investment experience and insurance planning<br />
expertise over the past 12 years. 10 of those years were at Edward<br />
Jones where he was recognized for his client service excellence<br />
(2011-2017) and served on the Hawaii leadership team (2010-2018).<br />
Nick completed a bachelor’s of business administration with a major<br />
in finance, options and the derivative markets from the University of<br />
Hawaii Manoa.<br />
He also earned the AAMS® (Accredited Asset Management Specialist)<br />
and AIF® (Accredited Investment Fiduciary) professional designations<br />
and holds registrations, licenses, and designations recommended<br />
for his work as a financial advisor: Series 7, Series 66, State Life and<br />
Health Insurance licenses for Hawaii, California, Washington, Michigan,<br />
Texas and Florida.<br />
YOUR TEAM
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