Nick Baldwin

Service Coordinator

As a Service Coordinator, Nick Baldwin plays a key role in supporting the operations team by ensuring daily service requests are handled efficiently and accurately. His strong work ethic and proactive mindset help keep advisors focused on delivering top-tier service to clients. He takes pride in being detail-oriented and is always looking for ways to improve internal processes.

Nick entered the financial services industry in 2025, bringing prior experience in both sales and manual labor, including roles as a subcontractor and an account manager at Coca-Cola. He passed the FINRA Securities Industry Essentials Exam and has his Series 7 license. He is now preparing for the Series 66. His long-term goal is to become a financial advisor and help clients feel more confident about their financial future.

Nick lives nearby with his girlfriend and he enjoys hiking, traveling, and running. A fan of new experiences, he once went skydiving on his first-ever flight and regularly participates in charity runs like the Hot Chocolate Run and Run Mag Mile.