Nick Sarno, CRPC™ in

Nick Sarno, CRPC™

FSA - Merrill at Merrill Lynch Wealth Management
📍 Charlotte, North Carolina, United States

Nick Sarno is a Financial Solutions Advisor at Merrill, where he focuses on listening to clients to develop personalized investment strategies. He leverages the resources of both Merrill and Bank of America to help clients achieve their goals. Nick holds a Bachelors Degree from High Point University.

Based on his extensive experience working for Charlotte Ski Boats, including in a hands-on demonstration and delivery role, Nick has a strong and evident passion for boating and watersports. This background suggests a deep familiarity with the marine lifestyle.

Unique fact: Prior to his career in wealth management, Nick spent over five years working in the marine industry at Charlotte Ski Boats.

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Experience
1 Years
Current Role
FSA - Merrill
Location
Charlotte, North Carolina, United States
Personality Overview
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Priorities

Topics Nick cares about

Personalized Wealth Strategies
His approach is centered on listening to clients to build financial strategies that align with their personal values and help them attain their dreams.
Global Market Trends
He actively shares and analyzes capital market outlooks, discussing factors like rate cuts, fiscal incentives, and the economic impact of global events.
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Career

Work history

4-2025
FSA - Merrill
Merrill Lynch Wealth Management
8-2024 - 2-2025
Financial Advisor
Equitable Advisors
Charlotte Ski Boats
5 yrs 4 mos
In the press

Media appearances

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Education
2020 - 2024
Bachelor's Degree
High Point University
Social presence
in

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