Nick Deering, MBA in

Nick Deering, MBA

Examiner · DISC type cs
Financial Planner at Vesta Wealth Management
📍 Madison, Wisconsin, United States

Nick is a Senior Financial Advisor and Market Leader at Vesta, specializing in comprehensive financial planning and investment management for high-net-worth individuals. He holds CFP®, CPFA, and CLTC certifications and earned his MBA from the University of Wisconsin-Milwaukee. He is passionate about relieving the financial stress for his clients.

Originally from the Sheboygan area, Nick now works frequently in the Madison market. Outside of his professional life, he is a known supporter of local businesses and community organizations.

He has traveled all over North America helping businesses install and maintain 401(k) plans.

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Experience
19 Years
Current Role
Financial Planner
Location
Madison, Wisconsin, United States
Personality Overview

How Nick shows up

Process Oriented
Late Adopter
Overcautious

Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Nick cares about

High-Net-Worth Investing
His role at Vesta centers on providing investment management and comprehensive financial planning for high-net-worth individuals.
Retirement Plan Management
He holds a Certified Plan Fiduciary Advisor (CPFA) certification and has extensive experience managing 401(k) plans for businesses.
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Career

Work history

8-2017
Financial Planner
Vesta Wealth Management
8-2017
Shareholder
Vesta
8-2009 - 7-2017
CERTIFIED FINANCIAL PLANNER™ Professional
Maritime Financial Group, A HUB International Company
7-2008 - 7-2009
Financial Advisor
Waddell & Reed
5-2006 - 5-2008
Intern
Morgan Stanley Dean Witter
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
B.S.
University of Wisconsin-Madison
2012 - 2014
Master of Business Administration (MBA)
University of Wisconsin-Milwaukee
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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