Senior Wealth Strategy Associate

Nicolas Jimenez

Nicolas Jimenez

“ Great investing
requires both
generating returns
and controlling Risk”

Born and Raised in Miami, Nicolas graduated from Florida International University with a double major in Marketing and Business Management. While in college he worked in the hospitality industry and
then after graduating, began as an intern at Wells Fargo Advisors. There he obtained his Series 7 and Series 66 Securities Licenses while working with Financial Advisors to offer the best service to clients. He covered both domestic and international markets.

In 2021, Nicolas joined DM Wealth Management to assist with the growing demand of being successful Advisors. He provides clients with a personalized experience where they can share their thoughts and
create transparent partnerships. He currently oversees the operational aspects of both domestic and international clients.