Nicholas Ferbert

Nicholas Ferbert

Financial Professional

Nicholas Ferbert is a comprehensive Financial Consultant to high-net-worth families across New England. His background includes financial planning, investment management and insurance.

Nick began his career as a High-Net-Worth Investment Analyst with Ballentine, served as an Investment Advisor to employees of Fortune 500 Companies, specializing in 401k portfolio design, and an Investment Consultant at Scottrade advising families on investment selection and portfolio management. Dedicated to helping his clients build long-term systems to grow and protect their wealth, Nick serves affluent New England families by coordinating their financial plans, investment management and insurance strategies, with a focus on cost efficiency and concierge-style service.

Nick earned his bachelor's degree from Boston University, serves as Corporator & Finance Committee Member of Emerson Hospital, Board Member & Finance Committee Member of Gaining Ground, Member of Salus Resource Group and Member of the Middlesex County Chamber of Commerce.

Nick enjoys scuba diving, traveling and tennis while spending weekends at Lake Winnipesaukee with his family.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 781-237-.8235
Fax 781-890-.3041
Mobile Phone 978-496-4252