Nick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his entire adult career to Bank of America, progressing from a teller in Bishop, California, to his current role where he focuses on delivering tailored wealth management solutions. Nick emphasizes putting client needs first and strives to provide insightful and thorough support across various financial strategies. His experience spans over 20 years and includes roles such as branch manager and Senior Resident Director overseeing advisors and support staff. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Nick holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nick attended the University of California without earning a degree and is a graduate of Bishop Union High School. He lives in Santa Barbara with his wife and daughter and maintains connections to the Eastern Sierra region through charitable support. Outside of work, Nick and his family enjoy outdoor activities such as skiing, hiking, golfing, and traveling.