(800) 689-4851
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Nick Ibello
8850 Columbia 100 Parkway, Suite 204
Columbia, MD 21045
Profession:
Financial, Insurance, Wellness, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, First Time Home Buyers - Issues of Real Estate, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Legal Lessons for Life, Maximizing the Right Mortgage Strategies in Today's Market, Preparing for Long Term Care, Real Money - Real Estate, Refinancing 101, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Born and raised in Baltimore, Nick’s attraction to the financial services industry started while attending Calvert Hall High School. His introduction to investments started with a finance class stock market “game,” where students created investment accounts, researched stocks, and then invested with play money. Despite enjoying every aspect of the game -- research, analytics, and monitoring -- his lower-place showing caused Nick to ask the student who won the challenge how he did it. “My dad is a financial advisor,” was the reply. This experience lit a spark that drove Nick to learn as much about the industry as he could.

He graduated cum laude with a BA in economics and a concentration in finance from St. Mary’s College of Maryland. After “cutting his teeth” at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals—joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary designation.

Nick is married to his beautiful wife, Jami, and they currently reside in the vibrant Canton area of Baltimore City. After witnessing the polarizing income levels and economic conditions in the city first-hand, Nick decided to volunteer through the CASH Campaign of Maryland’s Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate income individuals and families in Baltimore and across Maryland.

Outside of work, Nick maintains his energy and focus by staying healthy and fit: playing racquetball, cross-training, and golfing. Growing up in a tight-knit Italian family, he’s come to understand the value of always having someone there to look after your best interests. It’s a lesson he’s carried over into his professional relationships, and for which his clients are incredibly appreciative.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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