Nicholas DeSantis Joins Heritage Financial Consultants


Nicholas DeSantis has joined Heritage Financial Consultants as a Registered Planning Assistant to Brian Gracie, a registered representative of Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. In his new role, DeSantis is responsible for research, allocation models and preparation for client reviews. He previously worked as a Financial Advisor and Mortgage Loan Officer, and earned his Bachelor of Arts in Communication from Brooklyn College. DeSantis hold his Series 7, Series 66 and is a Chartered Retirement Planning Counselor. 

It's on us. Share your news here.

Submit your stories and articles to citybizlist today.

Baltimore Business Spotlight

Feature Your Business Here

Connect with these Baltimore Professionals on LinkedIn

  • Edwin Warfield

    Editor in Chief, Warfield Digital

  • Jean Halle

    Independent Consultant

  • Larry Lichtenauer

    President of Lawrence Howard & Associates

  • Newt Fowler

    Partner at Womble Carlyle, LLP

  • David Crowley

    Owner at Develop DC

  • Carolyn Stinson

    Stinson Marketing Group