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Nick Ibello, CERTIFIED FINANCIAL PLANNER™
Williams Asset Management

Tel: 410-740-0220
8850 Columbia 100 Parkway
Suite 204
Columbia, MD 21045
Williams Asset Management | Financial Advisor in Columbia ,MD

TRUST - RELATIONSHIP - GUIDANCE


About Nick Ibello

Born and raised in Baltimore, Nick graduated cum laude with a BA in economics and a concentration in finance from St. Mary's College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® credentials.

Nick is married to his beautiful wife, Jami, and after living in Baltimore City for almost 10 years, and first-hand witnessing the polarizing income levels and economic conditions, Nick decided to volunteer through the CASH Campaign of Maryland's Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate-income individuals and families in Baltimore and across Maryland.


About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

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General Information

Firm Start Year:   1994
No.of Employees:   5-9
Name of Broker/Dealer:   Commonwealth Financial Network
States Licensed in:   All 50 states plus DC
Number of Years with Current Firm:   5
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Insurance Products & Annuities, Estate Planning & Trusts

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care, Disability
Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:   380
Firm's Number of Planning Clients:   275
Firm's Number of Managed Clients:   380
Assets Managed by Firm:   $225,000,000
Assets Managed by Advisor:   $60,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee, Hourly

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Faqs

Do you have a customer satisfaction or refund policy?

Yes

Why should I choose you as my financial advisor?

I am a CFP® Certificant

What are your qualifications? What is your education background?

We have an objective, client-first mantra: An educational, non-sales approach that offers (1) a fee-based option instead of commissions, (2) an independent model not influenced by a corporate parent, (3) a mission statement that puts clients’ interests first, and (4) a transparent fee structure.

What services do you offer?

The accumulation goals you have are goals you're sacrificing your current lifestyle for and have been sacrificing for ever since you started saving! Through a refreshing, non-intimidating, objective approach, we can help you determine if you're on track, what could be done better, and offer strategies and guidance to make sure all of your saving and sacrificing is being optimized.

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Disclaimer

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Compliance

Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Annapolis Baltimore
Beltsville Bowie
Catonsville Clarksville
Crofton Crownsville
Davidsonville Ellicott City
Fort Howard Fulton
Gaithersburg Gambrills
Germantown Glen Arm
Glen Burnie Glenelg
Glenn Dale Glenwood
Glyndon Jessup
Laurel Lutherville Timonium
Marriottsville Middle River
Mount Airy Nottingham
Odenton Owings Mills
Parkville Perry Hall
Phoenix Pikesville
Potomac Reisterstown
Rockville Severn
Sparrows Point Sykesville
Towson Upper Marlboro
West Friendship Windsor Mill

Compensation Arrangements

Check

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