Meet The Team
Nick Krakosky
CFP®
Senior Director, Wealth Advisor
About Nick
As a Wealth Advisor, Nick brings over a decade of experience in the financial services industry to the development and delivery of comprehensive financial plans and investment portfolios.
He believes that wealth management goes far beyond just numbers. It’s about taking the time to understand the people behind each plan to align their financial decisions with what truly matters most to them. He is passionate about helping clients find the right balance of staying present in the current moment and planning for the future, so they feel empowered to enjoy their lives today while maintaining an informed plan for what’s ahead.
Prior to joining Sequoia, Nick spent more than six years as a trainer for a large, nationwide investment firm, developing training programs to enhance the client experience and support the implementation of financial planning. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from the University of Missouri with a Bachelor of Science in Business Administration in finance and banking.
Nick lives in Winston-Salem, North Carolina, with his wife and son. Outside of the office, he enjoys spending time with his family, playing golf, and watching sports.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Accreditation & Education
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Bachelor of Science in Business Administration, finance and banking, University of Missouri
Contact your financial planning specialist
Nick Krakosky
CFP®
Senior Director, Wealth Advisor