Nick Adornetto - President
Nick is a CERTIFIED FINANCIAL PLANNER™ professional and a retirement and employee benefits specialist. Nick manages the needs of investment professionals and qualified retirement plan sponsors by assisting with plan design, investment architecture and fiduciary processes. In this position, he is responsible for business acquisition and relationship management primarily focusing on small to middle market employers throughout the country. With a keen focus on objective retirement plan business solutions, Nick mitigates employer and participant expense and maximizes the opportunity for growth.
Prior to Pillar Benefits Group, Nick served as the retirement plan director for Delaware Valley Financial Group (DVFG) where he headed the retirement plan department. This role included supporting financial advisors with qualified plan marketing, proposal generation, and investment and cost analysis. Before DVFG, Nick worked at Leon L. Levy & Associates, a family owned insurance, financial planning and employee benefits firm in Philadelphia where he served as the client relationship manager for over 100 retirement plans. Prior to LLLA, Nick served as a paraplanner for The Vanguard Group in Malvern, PA where he was responsible for supporting Vanguard financial planners with developing personalized asset allocation strategies, selecting appropriate investments to match client’s goals and assisting with cash flow and estate planning recommendations.
Nick is a graduate of La Salle University in Philadelphia, PA and has a bachelor’s degree in Communication. He is a registered representative and financial advisor with BCG Securities, Inc. and currently holds the Series 6, 7, and 63 Securities and Life, Accident and Health Insurance Licenses.