SRQ Magazine | 35 Under 35 Awards - Luke Nicholas, CFA, CFP

35 Under 35 Awards

December 2023 Edition

Representing young professionals in the Sarasota and Bradenton Area.

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LUKE NICHOLAS, CFA, CFP®

MARINER WEALTH ADVISORS | DIRECTOR & SENIOR WEALTH ADVISOR

How did you make your start in your profession and what aspect of your work do you find the most meaningful?

I have always had a passion for helping others, and I knew very early in college that I wanted to pursue a career as a financial advisor. While at UF, I worked an internship at a wealth management firm, and was able to see the positive impact that financial advisors can have in acting as a trusted advisor for their clients. After that internship, I began looking for a job in wealth management back home in Sarasota and was lucky to find a great fit at Mariner. 100% the most meaningful part of my work is the relationships that I am able to build with my clients. I take great pride in being someone my clients can rely on with any questions/problems they may have - financial or not.

Never let the fear of striking out keep you from playing the game.

—Babe Ruth

240 S. Pineapple Ave. Suite 601 Sarasota, FL 34236 941.365.3745 marinerwealthadvisors.com