Nick Ferrari-Smith, CFP®

Wealth Advisor, Senior Associate

Experience

  • 25+ years in financial services

Highlights

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Case Western Reserve University frequent guest speaker on Sports Management

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 2022, bringing 5 years of experience in the financial services industry
  • Passionate about financial literacy and is an educator/advisor for MAI’s high net worth individuals and families
  • Worked as a financial advisor with Northwestern Mutual and was responsible for all facets of the financial planning business, making him a great asset for MAI
  • Played football at Old Dominion University, helping lead their team to their first ever bowl game appearance and win

 

Life Outside of MAI 

  • Active in his community, coaching 5/6-year-old flag football
  • Works with children on the spectrum helping with everyday and social skills

 

Education

  • Old Dominion University, Finance

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