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Nicholas Menzies, Financial Advisor

FINANCIAL ADVISOR
Nicholas Menzies

2062 Shepherd Rd, Mulberry, FL 33860opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings
  • Wealth Strategies
  • New Investors

About Nicholas

My wife and I have called Lakeland, FL, home for many years. I am a Tampa native and have lived in Florida my whole life. In over 16 years as an educator with Hillsborough County and Polk County Schools, I worked with many families and students to create learning goals and action plans to make sure students were meeting those goals. I mentored and coached teachers, providing them with knowledge and training to help them be the best teachers they could be for their students. I love helping people and teaching people!

I am proud of what I accomplished in my...

Work History

  • Edward JonesJanuary 2024 to Current
  • Polk County Public SchoolsAugust 2013 to January 2024

Education

  • American College of EducationMaster of Education

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Volunteering
  • Active Lifestyle

Send Me a Message

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Office Information

Phone

(863) 648-9342

Fax

(800) 637-0461

Office Address

2062 Shepherd Rd
Mulberry, FL 33860opens in a new window

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