Nick Cantrell, CFP®, CLU®
Nick has worked side-by-side with clients as a financial advisor for over 10 years. Prior to joining Thomson Financial, he was the Financial Advisor of the Northampton and Worcester branches at UMASS Five College Federal Credit Union for five years. In 2017, Nick was named to Forbes first-ever list of America's Top Next-Gen Wealth Advisors, listed among 500 advisors nationally and the only advisor from Western Massachusetts who was selected.
Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and social security plans with invested assets to maximize income, tax efficiency and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments or charitable funds. He holds the FINRA Series 7, 63, and 65 licenses and is Life, Health and Variable Insurance licensed. He is also a Chartered Life Underwriter and obtained his Certified Financial Planner™ designation in early 2018.
When not at the office, Nick enjoys spending time with his wife Kendra and 3 young children Violet, Elliott and Henry. A Classical musician, Nick is an avid supporter of the arts and performs chamber music throughout the State.