Nicholas Petralia is a second-generation LPL Financial Advisor and Managing Partner of Anchor Financial Group. He has over 18 years of experience in the financial services industry as an advisor and retirement plan consultant. During his career, Nick has led panel presentations at industry conferences and conducted more than one hundred 401(k) employee education and enrollment meetings.
As a retirement plan consultant with ADP, Paychex, and BPAS, Nick consulted with plan sponsors and advisors on corporate retirement plan design and administration. Prior to joining Paychex, Nick was a Financial Advisor with Morgan Stanley in Tampa, Florida and LPL Financial in Massachusetts.
Nick is an Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA), and member of the National Association of Plan Advisors (NAPA). He also holds FINRA Series 7 and 66 securities licenses with LPL Financial, and health, life, and annuity insurance licenses. He is currently pursuing his Certified Financial Planner™ designation.
A graduate of the University of South Florida, Nick received his Bachelor’s Degree in Communications in 1997. He resides in Naples, Florida with his wife. They enjoy golf, travel, civic engagement, and spending time with family and friends.