Nicolas Valdes-Fauli

Nicolás Valdés-Fauli, CFP® opened our New York City office in June, 2010. He brought with him eight years of experience as a financial advisor with Morgan Stanley Smith Barney.

Nicolás commits himself to listening and understanding his client’s needs in order to create personalized strategies to meet their particular objectives. His investment philosophy is founded on diligent research and hard work.

Nicolás grew up in Miami, FL and after attending Choate Rosemary Hall he graduated with a B.A. from Wesleyan University in Middletown, CT where he played varsity football and remains a member of Delta Kappa Epsilon. Nicolás lives in Manhattan’s Upper East Side.