Nicholas Feather, CRPC®, AAMS®, AIF®

Nicholas Feather, CRPC®, AAMS®, AIF®

Senior Partner - Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

NICHOLAS FEATHER CRPC®, AAMS®, AIF®
Senior Partner / Financial Consultant

  • 14 + years Financial Industry Experience
  • Directs Capstan Business Solutions Group
  • Chartered Retirement Plan Counselor (CRPC®)
  • Accredited Asset Manager Specialist (AAMS®)
  • Accredited Investment Fiduciary (AIF®)
  • 5-Star Wealth Manager *

Nick Feather brings a strong background in banking and wealth management to Capstan. Before founding Capstan he spent a decade working with Banc of America Investment Services and Merrill Lynch in a variety of wealth management and banking capacities. As a member of the Capstan Leadership Committee Nick helps develop and implement the practice’s long term strategic plan. Nick leads Capstan’s Business Solutions Group working with business owners and executives to help manage and implement both qualified and non-qualified retirement plans as well as working with individuals and families.

A native Floridian, Mr. Feather brings experience, enthusiasm, professionalism and caring to Capstan. To his clients he brings the same. Mr. Feather holds the Series 7, Series 63, Series 65 registrations and Life, Health and Variable Annuity licenses. He is a graduate of the State College of Florida with a business management concentration. Nick has earned the designation Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Manager Specialist (AAMS®) designation from the College of Financial Planning, he also holds the designation of Accredited Investment Fiduciary (AIF®).

Mr. Feather was appointed by Governor Rick Scott to serve on the Early Learning Coalition of Sarasota County’s Board of Directors in 2013, he was appointed as the Board of Directors Chairman in 2015. Nick is active in his church and an active alumnus of The Sarasota Chamber of Commerce’s Leadership program. He served as the President of the Sarasota High School Foundation Board of Directors, and has volunteered his time as a facilitator for Children First’s “Boot Camp for New Dads.” He has lived in the Sarasota community since 1984; he and his wife Jessica have two young daughters.

 

*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. Nick Feather 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