Nick Petrole is a Financial Planner with Reddington Sourour Advisory Group, where he works with clients to help transform financial goals into well-coordinated, results-driven strategies. He specializes in retirement planning and long-term wealth structuring—helping individuals, families, and business owners make informed decisions with clarity and confidence.
With a background in Finance and Business Analytics, Nick brings sharp technical insight to every engagement. But what drives his work is something deeper: a genuine curiosity about each client’s story and a desire to build strategies that reflect their values, priorities, and ambitions. He’s not just focused on solving for today—he’s thinking five, ten, twenty years ahead.
What sets Nick apart is his dedication to relationships and collaboration. He believes the best outcomes come not only from great planning—but from great teamwork. At RSAG, Nick works shoulder-to-shoulder with a seasoned team of advisors, analysts, and planners to help ensure every client benefits from the full depth of the firm’s experience across investment, tax, estate, and risk domains.
When he’s not working with clients, Nick enjoys spending time with family, staying active outdoors, and tracking down the best local restaurants.