Nick Colonna is a highly dedicated and knowledgeable Investment Advisor Representative at Excel Wealth Management, where he specializes in managing 401(k) plans for businesses of all sizes. Nick focuses on helping businesses and their employees optimize their retirement strategies through detailed enrollment processes, educational initiatives, and strategic planning. He is committed to providing quick, efficient, and professional advice to ensure his clients and partners make the most of their retirement resources.
Nick’s skill set and licenses place him in a strong position to offer comprehensive financial guidance to his clients. With his Series 65 license, he can provide personalized investment advice and manage portfolios, focusing on long-term growth and retirement planning. Additionally, his life and health insurance licenses broaden the scope of services he can provide, including advising on insurance products like life policies, disability insurance, and health coverage.
Nick joined Excel Wealth Management in early 2023, following his graduation from the University of Massachusetts Amherst. He grew up in Hebron, Connecticut in a close-knit family, with his mom, dad, two brothers, and a sister. He currently resides in West Hartford, Connecticut. Outside of his work in finance, Nick enjoys a wide range of hobbies, especially those that keep him active outdoors. He loves golfing, fishing, hiking, and attending sports events. He also enjoys relaxing with family and friends around bonfires and backyard games.
Nick Colonna is solely an investment advisor representative of Excel Wealth Management, and not affiliated with LPL Financial