Nick Carroll, FPQP™, is a Client Services Associate at Cassaday & Company, Inc., and has been with the firm since December 2022.
Nick’s responsibilities include monitoring the activity of clients’ accounts, initiating client requests, assisting with general client inquiries, and maintaining an open line of communication between clients and their advisors. Nick has earned the Financial Paraplanner Qualified Professional (FPQP™) designation through the College for Financial Planning.
Prior to joining Cassaday, Nick spent several years working as a client services associate in the financial services industry.
Originally from Topeka, Kansas, Nick moved to Northern Virginia in 2019. He now resides in Ashburn. In his spare time, he enjoys baking, reading, hiking, and spending time with his family and friends.
Nick is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.