Nick Robertson

Financial Advisor

Nick was born and raised in Chesapeake, Virginia.  He graduated from Virginia Tech with a degree in Finance from the Pamplin College of Business. After 4 years in Blacksburg, Nick returned to the Hampton Roads area and started his career in commercial insurance.  Working for a local insurance brokerage firm in Virginia Beach, Nick obtained his Certified Insurance Counselor designation. By focusing on building meaningful relationships and his continuous reliability, Nick built a book of business and client base throughout the Commonwealth of Virginia. 

After six years in the insurance world, Nick decided it was time for a lifestyle and career change.  He and his fiancée moved to Raleigh, North Carolina in August, where he has now transitioned into the financial advisory business.  Nick plans to continue his passion in helping others in his new career, to always strive to help ensure the best results and protection of clients’ lifestyles and most important assets.  Nick offers comprehensive financial strategies by utilizing various financial tools to achieve the goals set by his clients as business owners, families, and individuals, regardless of the economic landscape.

When he isn’t working, you can find Nick watching or attending almost any sporting event, out on the golf course, or by the water.  He is always looking for the next best food and drink spot. 

Nick Robertson is a Registered Representative and Investment Representative of Securian Financial Services, Inc. holding his Series 66, Series 7 registrations and the Virginia Life/Health/Annuity license.