Gary Nicoll is a Financial Planner at Affinity BST Advisors, who values the importance of recognizing each client’s individual financial situation. He finds value in producing personalized retirement income strategies for his clients, rather than taking on a “one size fits all” approach to investment and wealth management practices. Gary helps business owners realize the value of their businesses to help them pursue and achieve personal, financial, and professional goals. As part of our team, Gary plays many roles, including: tax return preparation and review, assisting in tax planning and quarterly tax projections, preparing financial planning analyses, and implementing client strategies.
Securing his clients’ financial futures is what Gary does best. Prior to joining Affinity BST Advisors, he worked at Goldman Sachs AYCO Personal Financial Management for three years. Gary also spent eight years working on Wall Street in New York City’s Financial District at Cantor Fitzgerald and Bank of America.
Gary earned his bachelor’s degree in Finance, with a minor in Management, from Manhattan College. He is Series 7 (2013), Series 63 (2017), and Series 52 (2018) certified. Ironically, Gary’s childhood nickname was “Five Cents.” Outside of work, you can find Gary on the golf course, skiing, traveling, or enjoying his favorite dessert: raspberry pie.
"One day I was helping my family with their financial goals and that led me to helping others with theirs.”