Vice President, Wealth Advisor, Registered Representative

Bio

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 help cultivate a successful path to grow and safeguard his clients’ wealth and legacy, while evaluating disability and long-care insurance products to safeguard their wealth for the future.

Education:
Mount Saint Joseph University - Bachelor of Science in Business Administration
Xavier University - Master of Business Administration
Northern Kentucky Salmon P. Chase College of Law - Juris Doctorate; Magna Cum Laude; Class Rank: 3
Ohio Bar Exam - July 2021
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®) Certification - Currently Pursuing

Areas of Expertise

Wealth Planning
Estate Planning
Insurance Planning
Income Planning

Community

  • Cincinnati Estate Planning Council - Member
  • Salmon P. Chase College of Law - Mentor
  • Salmon P. Chase College of Law Small Business Clinic – Volunteer
  • All Saints Catholic Church - Parishioner
  • United Way (VITA) Tax Preparer - Volunteer
  • Xavier University Student Mentor - Finance & Law