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