Mark Nickles

Mark Nickles

Partner - Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

MARK NICKLES
Partner / Financial Consultant

  • 27+ years Financial Industry Experience
  • Directs Capstan Business Solutions Group Participant Education Program
  • B.S., University of  South Florida
  • 5-Star Wealth Manager*

Mark started his financial services career at Morgan Stanley / Dean Witter in 1990. In the 27 years since, he has developed a significant portfolio of clients who rely on his wealth management advice. He now brings that experience and knowledge to Capstan. Before helping found Capstan he worked at Banc of America Investment Services/Merrill Lynch. Mark leads Capstan’s Business Solutions Group working with business owners and executives to help manage and implement both qualified and non-qualified retirement plans.

Mark graduated from the University of South Florida and currently holds the Series 7, Series 63 and Series 65 registrations. He also holds the Life, Health and Variable Annuity license with the state of Florida. Mark and his family moved to the gulf coast in 1982 from Pittsburgh, PA. He has established many strong ties to the communities of Sarasota, Manatee, Pinellas and Hillsborough Counties and currently resides in Sarasota. He is a Third Degree Knight with the Knights of Columbus and serves as Vice President on the Miracle League of Manasota’s board of directors. He is also an assistant coach of the Miracle League Orioles. The Miracle League of Manasota is a 501(c)(3) organization dedicated to providing an opportunity for all children to play baseball, regardless of their ability for the 14,000 school-aged children with disabilities in Sarasota and Manatee counties.

 

*2016 Survey conducted by Five Star Professional, an independent third-party research firm, who received nominations among all wealth managers in the wealth management area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Mark Nickles was named 2016 Five Star Wealth Managers which represents less than 21% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information see: http://ww2.fivestarprofessional.com/research