Nick Warner

Relationship Manager
Get to Know Nick…
Favorite part about working at Moneco:
Being part of a collaborative and supportive team where I have the opportunity to learn from experienced professionals who are genuinely invested in each other’s success
Favorite thing to do outside of work:
Working out, Running, Traveling, Spending time with friends and family
What I enjoy most about what I do:
The opportunity to combine my passion for finance with helping people work toward and achieve their goals

Favorites

Quotation: “The best way to predict the future is to create it” – Abraham Lincoln
Vacation Destination: Barcelona, Spain
TV Show or Movie: Survivor, Breaking Bad, Game of Thrones
Band or Music: Hip Hop, R&B
Sports Teams: New York Yankees, New York Knicks
Experience:
Nick first joined Moneco Advisors as a Wealth Management Intern in the summer of 2025. During his internship, he developed a strong appreciation for both the firm and the wealth management industry, which reinforced his passion for helping others. After gaining valuable hands-on experience and exposure to the client-focused approach that defines Moneco, Nick transitioned into a full-time Relationship Manager role. In this position, he supports advisors in delivering exceptional service to clients, assists with day-to-day relationship management, and helps ensure a seamless client experience.
Education & Certifications:
Nick graduated from Bentley University with a Bachelor of Science in Economics-Finance. He currently has his SIE, and is aiming for his Series 65 and the CFP® designation soon!
Personal:
Outside of work, Nick enjoys staying active and can often be found at the gym or out on a run. He has completed several half marathons and hopes to tackle a full marathon in the future. He also enjoys traveling and exploring new places and cultures, having visited 13 countries and counting.

Moneco Featured Insights