Meet Nick
Nick is a Wealth Advisor based in Fairport, New York. He joined Mercer Advisors in 2022, following roles at NAES Corporation, John G. Ullman & Associates, and Constellation Brands. He began his career in public accounting in 1993 before transitioning into corporate finance. He holds a B.S. degree in accounting and economics from Rochester Institute of Technology and a J.S.M. degree in international taxation and financial services from the Thomas Jefferson School of Law. Nick is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional. Outside of work, he serves as treasurer of the New York Forest Owners Association (NYFOA).
Nick’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nick has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
- Guiding farm owners through succession, liquidity, and preserving multi-generational assets; specializing in timber harvests
His working style
Nick brings empathy and a calm demeanor along with the heart of a teacher to every client interaction.
Nick in real life
What keeps you busy outside of work?
I like to travel. I enjoy getting outside and working on my land.
Favorite thing about where you live?
The Finger Lakes region of New York is a region of great beauty. It is a playground for folks who like to get outside.
Why do you like working at Mercer Advisors?
I have the pleasure of working with smart and motivated people who strive to provide value to our clients.
Nick’s snapshots
Meet Nick’s Teammates
Jamie Block
Partner
What Nick Says
Jamie and I collaborate regularly on client matters. She is super smart and a joy to work with.
Kris Prince
Manager, Client Service
What Nick Says
Kris is my “Chief of Getting Stuff Done”. I couldn’t do what I do without her expertise.
Bernie Salamone
Sr. Wealth Advisor
What Nick Says
“Bernie the Attorney” is always very helpful, particularly in matters pertaining to estate planning.
Michael Raidt
Principal
What Nick Says
Michael is a very supportive and helpful colleague.
Articles by Nick
Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules
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Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next
March 24, 2026