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Message: Nicholas Safrit CFP®, AAMS® Financial Advisor Services: Wealth Management Professional Overview: Nico utilizes his experience in advising high net worth clients to focus on understanding all aspects of a client’s financial life, including retirement, family obligations, tax awareness and estate planning. Nico previously worked for one of the largest financial institutions in the nation, where he was exposed to not only individual investors, but also corporate entities, non-profit organizations, institutional investors and retirement plans. Education, Credentials and Special Training Certified Financial Planner® Accredited Asset Manager Specialist® Series 7 licensed Series 66 licensed MBA, University of Oregon B.A., Psychology, Southern Methodist University Civic and Community Activities Treasurer, Charleston Moves, Cycling and Pedestrian Advocacy Group Member, Mount Pleasant Presbyterian Church Contact Information: Direct: 843.266.6903 Office: 843.577.7040 Fax: 864.288.5218 Location: Charleston, SC Email:nsafrit@ediadvisors.com Link: http://www.ediadvisors.com/team/nicholas-safrit/