LEARN MORE ABOUT Nicholas Boone

Investment Operations Account Maintenance Specialist

Nicholas's Bio

From a young age, Nicholas knew he wanted to use his analytical mind in his career. Now, he loves seeing how his skills help clients every day.

“I initially was interested in becoming a statistician,” he says, “but after taking a class in macroeconomics, I instantly became fascinated with the concepts of markets, financial instruments and wealth management.”

Nicholas graduated from Clemson University with a bachelor’s degree in finance. He began his career in finance immediately after graduating from college as an investment operations analyst with Morgan Stanley. His education and professional experience help guide clients in making decisions that bring them closer to their financial goals.

Nicholas lives in Charlotte, North Carolina, with his tabby cat, June. He likes to keep his mind sharp by playing chess and practicing piano. He also enjoys playing soccer and is a lifelong collector of Pokémon cards.

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