Nicholas Ferbert

Nicholas Ferbert

Financial Professional

Nicholas Ferbert is a comprehensive Financial Consultant to high-net-worth families in Massachusetts, New Hampshire, and Rhode Island. His background includes financial planning, investment management, and life insurance.

Nick began his career as a High-Net-Worth Investment Analyst at Ballentine Partners in Waltham, MA, catering to families with $2MM to $20MM in assets. Following his work at Ballentine, he served as an Investment Advisor to employees of the Fortune 500 Companies at Financial Engines in Boston, MA, specializing in 401k portfolio design.

Just prior to joining AXA as a Financial Consultant to wealthy families, Nick worked as an Investment Consultant at Scottrade in Newton, MA, advising local families on investment selection and portfolio management. Now 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 life insurance strategies, with a focus on cost efficiency and concierge-style service.

Nick holds his Series 7, Series 63, Series 65, Life Insurance Producer, and Health Insurance Producer licenses. Originally from Concord, MA, Nick received his bachelor’s degree from Boston University and now serves as President of the Concord Business Network, Investment Committee Member of Concord Country Club, and a Member of the Groton Business Association. Nick is also an avid scuba diver, traveler, and tennis player, and he spends many weekends at Lake Winnipesaukee with his family.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 AXA Advisors, LLC or its affiliates.

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