Nicholas  Macri

Nicholas Macri

Client Services Specialist

Nicholas Macri is a client services specialist at Greener Path Retirement Planning. He has three years of experience in the financial services sector, specifically within the boutique wealth management field. He holds a Bachelor of Science degree in Finance from the University of South Florida. During his time at USF, he actively participated in the Finance Association, Investment club, and the Phi Delta Theta fraternity.

Currently, Nicholas is engaged in studying to obtain the various financial licenses required to transition into a full-fledged advisor. Having spent his entire life in South Florida, he possesses a deep appreciation for the outdoors, and his hobbies include boating, fishing, scuba diving, and physical fitness.

Certifications:

  • FINRA Series 7
  • FINRA Securities Industry Essentials (SIE)