Nick Patullo, CFP®, joined Orbis Wealth/WealthShield Partners LLC in October 2022 as a Senior Wealth Advisor.
Nick specializes in providing comprehensive financial planning services, including retirement planning, investment management, and estate and legacy preservation.
For over 20 years, Nick has provided financial planning solutions and advisory services to individual clients and families. He began his career with Citibank, then moved to the MetLife Wealth Planning Group. Prior to joining Orbis Wealth, Nick worked for 16 years at TIAA as a Wealth Management Advisor in Princeton, NJ.
In his advisory role, Nick believes in the following core principles:
Clients who have worked with Nick quickly understand that one of his gifts is explaining complicated financial concepts in “layperson” terms. This enables clients to understand and articulate them on their own. Clients have often expressed their appreciation for the time Nick takes to ensure their understanding of what are often confusing financial concepts and language.
Nick’s attraction to join the Orbis Wealth team is simple - the ability to tailor customized and innovative financial solutions for each client’s personal needs while working collaboratively with a team of professionals who are passionate about their work and who perform those responsibilities with integrity.
Nick earned degrees from Valley Forge Military College (AA), Rutgers University (BS), and Springfield College (MEd). He earned his Certified Financial Planner® designation in 2006.
Nick completed the US Paratrooper “Airborne” training in college and is passionate about supporting military-oriented causes such as the Wounded Warrior Foundation, Tunnel to Towers, USO, and the James J. Regan “Army Ranger Lead the Way” Fund.
Nick lives in Hillsborough, New Jersey, with his wife, Laurie Patullo, DPT.
Nick regularly plays lacrosse in his spare time, competing at national tournaments throughout the year. He is also a Taekwondo Black Belt. Nick and Laurie have two children, Michael and Stephanie; both are doctoral students at Johns Hopkins University and the University of Scranton. While Nick and Laurie do not have grandchildren, Michael’s cat Basil is a good proxy for the time being.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
Copyright © Orbis Wealth | Powered by AdvisorFlex