Nicholas Thierry

Questioner
DISC Type : c

FSA - Merrill at Merrill Lynch Wealth Management

New York, United States

Overview

Nicholas Thierry is a Merrill Financial Solutions Advisor dedicated to helping clients navigate complex financial decisions. A graduate of Florida Atlantic University and a certified Personal Investment Advisor, he specializes in creating personalized portfolio strategies to meet individual goals like retirement, education savings, and home ownership.

Nicholas enjoys attending NFL games, having watched the Giants at MetLife Stadium with colleagues. He values spending time with family and friends and is thoughtful about commemorating national events, such as the anniversary of 9/11.

He has had the unique opportunity to meet and gain economic insights directly from the renowned economist, Jeremy Siegel.

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Wealth Management
Helps clients manage competing financial demands by defining goals and creating tailored portfolio strategies to achieve them.
Economic Insights
Demonstrates a keen interest in understanding the economy and financial markets, highlighted by his meeting with economist Jeremy Siegel.
Tax Policy
Stays informed on tax provisions that have major impacts on individuals and businesses, as shown by his engagement with market briefs.

Media Appearances

Nicholas has no verified media appearances

Work History

12-2021
FSA - Merrill at Merrill Lynch Wealth Management
12-2021 - 9-2024
Registered Wealth Management Client Associate at Merrill Lynch Wealth Management
3-2021 - 12-2021
Associate Banker at JPMorgan Chase & Co

Education

2017 - 2021
Bachelor's Degree from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, United States Job Level : N/A Designation : FSA - Merrill at Merrill Lynch Wealth Management
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Nicholas

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Nicholas take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Nicholas

Personality Compatibility


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