Nick Giorgio, CRPC

Nicholas “Nick” Giorgio is a Senior Vice President – Investment Officer and Senior Financial Advisor with Wells Fargo Advisors, where he delivers comprehensive wealth planning and strategic investment guidance to individuals and business clients nationwide. He takes a disciplined, goals-based approach to investing, leveraging a broad range of available resources to help clients navigate evolving market conditions. With a focus on diversification and risk management, Nick is dedicated to helping clients pursue their financial objectives while fostering long-term, trusted relationships.

Nick began his career in 2006 at Merrill Lynch through its Practice Management Development Program, where he built a strong foundation in strategic asset management and developed an investment process he continues to apply today. He later spent eight years with Ameriprise Financial, further refining his knowledge in wealth planning and goal-oriented investment strategies. Combined with his experience across leading organizations, Nick provides clients with well-rounded, thoughtful advice tailored to their unique circumstances. He holds FINRA Series 6, 7, 63, and 65 registrations, as well as the Chartered Retirement Planning Counselor™ (CRPC®) designation.

Outside of his professional responsibilities, Nick values time with his wife, Becca, and their four children, Guy, Vincent, Sophia, and Nicholas. He enjoys family activities such as travel, swimming, and supporting his children at their sporting events. An active member of his community, Nick coaches youth baseball, participates in his local church, and has previously served on the board of North Texas Patriot Anglers, continuing to support initiatives that benefit wounded veterans.