Nick Chason
Nick’s life revolves around faith, family, and community. He and his wife, Mallory, are raising three boys: Clark, Charlie, and Carson, and value quality time together, especially on the water at the beach or Lake Martin. These personal commitments reflect the values that guide every aspect of Nick’s life.
Professionally, Nick brings an entrepreneurial mindset and decades of leadership experience, having previously owned and operated several construction companies. Today, he channels that same drive and attention to detail into helping clients build lasting financial plans. His approach is rooted in service, stewardship, and a genuine desire to see families thrive across generations.
Years of Experience: 15
Licenses: Series 66 – Uniform Combined State Law Examination, Registered Representative – Series 7, Florida 2-15 & 2-20 Insurances Licenses, SIE – Securities Industry Essentials
Certified Exit Planner
