Nick McCreary, CFP®

Wealth Advisor, Director

Cleveland, OH

LET'S CONNECT

Designations

  • Certified Financial Planner®

 

Work Experience

  • Joined MAI in 2021, during the acquisition of HW Financial Advisors
  • Works with clients on their financial planning needs, developing asset allocation models, investment research, and investment vehicle selection
  • Member of MAI’s Investment Committee and sits on the firm’s manager research committee

 

Life Outside of MAI 

  • Volunteer at the Greater Cleveland Food Bank

 

Education

  • The Ohio State University Max M. Fisher College of Business, BSBA in Finance with a specialization in Investments

We look forward to learning about your financial goals.

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