Nicholas Buglisi is a highly experienced wealth advisor with over 17 years in the industry. He has worked with various firms, including Merrill Lynch and AXA, before joining UBS Financial Services Inc. in Ponte Vedra, FL. Nicholas specializes in advanced planning and global financial solutions, catering to affluent families, executives, institutions, and business owners. He is dedicated to helping clients achieve their financial goals and preserve their success for years to come.
With a background in underwriting equities and life insurance planning, Nicholas brings a comprehensive understanding of the financial markets and estate planning to his clients. He is well-versed in managing concentrated positions, stock options, and corporate compensation, benefits, and goals-based planning. Nicholas is committed to constructing disciplined plans that align with his clients' personal and business objectives, ensuring they can enjoy the fruits of their hard work and make informed financial decisions.
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