Raised in Dover, NH, I've spent my entire career in the financial services industry. Starting as a bank teller in 1997, I eventually grew into branch management and ultimately into my current role as a financial advisor with Edward Jones.
In the office, I spend my time working with my clients to help them achieve their long-term financial goals. I use an established process that starts with learning what is important to them. From there, we build personalized strategies to help them achieve their financial goals and partner together throughout their lifetime to help keep them on track. Planning for and managing retirement income, assisting with inheritances and investment portfolio management are our areas of focus.
Outside of the office, my wife, Andrea, and I spend time exploring and traveling with our four children, who range in age from 8 to 24 years old. I enjoy playing golf, tennis and exercising outdoors to stay mentally and physically fit.
I currently serve on the board of directors for Amy's Treat and I'm also a past president of the Rotary Club of Dover, where I am able to give back to the community through various hands-on projects and fundraising efforts.
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
My Personal Interests
- Movies & Entertainment
Phone NumberNicholas T Pellman at (603) 742-1218
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