Nicholas Bair, CFP®, ChFC®
Managing Partner | Senior Wealth Advisor
Nick Bair has a distinctive approach to Wealth Management that marries analytical precision with genuine empathy. In 2008, Nick began his extensive 15 year tenure at JPMorgan, leaving in 2023 as a Senior Vice President of Wealth Management. Nick brings a wealth of financial expertise being a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, which has helped to navigate many diverse market landscapes. What sets Nick apart is his commitment to treating clients like family, fostering a relationship that goes beyond financial transactions. Clients appreciate Nick's unique ability to blend analytical insights with a deep understanding of their individual goals, creating a financial journey that is both strategic and heartfelt.
When Nick isn't in the office he can be found with his family, his wife Suzanne and daughter Alexa, traveling and always having a good time. Nick also serves on the Council of Professional Advisors for the Sun Health Foundation.