Nicholas Ferbert is a Wealth Management Advisor to families across New England. His expertise includes financial planning, investment management, and personal lines of insurance (life, disability, and long term care). Nick began his career as a High-Net- Worth Investment Analyst at Ballentine Partners in Waltham, MA. Following his work at Ballentine, he served as an Investment Advisor to employees of the Fortune 500 Companies at Financial Engines in Boston, MA, specializing in 401k portfolio design. Prior to joining Baystate Financial, Nick served as Financial Consultant to affluent families at AXA Advisors in Wellesley, MA.
Nick now serves New England families by coordinating their financial plans, investment management, and insurance strategies, with a focus on holistic planning, tax-efficiency, and concierge service. Nick holds his Series 7, Series 63, Series 65 registrations, and life insurance producer, health insurance producer, and property and casualty insurance producer licenses. Originally from Concord, MA, Nick received his Bachelor’s Degree from Boston University, and he is an avid traveler who enjoys scuba diving and trekking expeditions.