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Nick Dragan, CFP®, CRPC®
Financial Representative Cornerstone Financial Group
Phone: (314)567-8346 Nick received a B.S. in Finance from the University of Nevada, Las Vegas after an honorable discharge from the United States Marine Corps. While attending UNLV, Nick started, owned, and operated a tax preparation company in Las Vegas until selling it in 2000. Thereafter, Nick served as an Assistant Vice President and Senior Financial Advisor with Merrill Lynch from 2001 to 2009. His experience in the complete business cycle provides insight in advising business owners and individuals in all phases of planning including, tax efficiency, wealth management, investment planning, and estate planning issues.
Nick holds the following FINRA Registrations: Series 7, Series 66, Series 31, and Life, Health, and Variable Annuity insurance licenses.
Nick has earned the Certified Financial Planner tm certification awarded by the Certified Financial Planner Board of Standards (CFP Board). The CFP designation is awarded to individuals who meet rigorous education, examination, experience, and ethics requirements set by the CFP Board. Nick also holds the designation of Chartered Retirement Planning Counselor (CRPC).
Nick currently serves on the City of Sunset Hills Business Development committee, the Sunset Hills Historical Society, the United States Marine Corps League, and is a board member for the Toys for Tots program with the Semper Fi Society.
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About Us
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#4 CityPlace Drive Phone: (314)567-6667 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.