portrait of Clinton J Nickas
FINANCIAL ADVISOR
Serving clients with $1,000,000
CallSend Me a Message

About Clinton

Improving lives, reducing frustrations and eliminating the guesswork from the future financial well-being of our client families is our focus. We work with individual families, their CPAs, attorneys and other professionals all across the United States. Between traveling to meet in person and web conference technology, we’re able to maintain a high level of client service, regardless of geographic distance.

We find an ideal fit with individuals who are:
-C-Suite executives
-Business owners
-Music industry executives
-Professional athletes
-Sales professionals at the top of their game
-Individuals approaching retirement
-Individuals in retirement

...and value:
-Healthy and meaningful relationships
-Controlling stress levels
-Financial well-being

Providing a...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2014 to Current

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Auto Racing
  • Traveling

Team Members

  • Amanda Harlan
    Sr. Branch Office Administrator
  • Julie Welden
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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