Nicholas R. Groman, Esq., CFP®, Vice President, Wealth Advisor, Registered Representative, provides comprehensive wealth planning and investment management to individuals, families and businesses. Nick strives to cultivate a successful path to grow and safeguard his clients’ wealth and legacy, by ensuring that all facets of his clients’ current and future financial situation are addressed in a meticulous manner.
Northern Kentucky Salmon P. Chase College of Law - Juris Doctorate; Magna Cum Laude; Class Rank: 3
Ohio Barred Attorney
Xavier University - Master of Business Administration
Mount Saint Joseph University - Bachelor of Science in Business Administration
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®) Certification - Currently Pursuing