Nick Kavelaris
Associate Wealth Manager at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Associate Wealth Manager
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Mar 2023 - Present
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Third Coast Advisors
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United States
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Financial Services
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1 - 100 Employee
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Business Development Associate
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Mar 2020 - Nov 2022
Pewaukee, Wisconsin, United States Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Third Coast Advisors is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents… Show more Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Third Coast Advisors is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less
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Licensed Professional Counselor
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2016 - Nov 2022
Waukesha, Wisconsin
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University of Minnesota
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United States
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Higher Education
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700 & Above Employee
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Assistant Women's Tennis Coach
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Aug 2016 - Jun 2017
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Marquette University
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United States
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Higher Education
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700 & Above Employee
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Assistant Woman's Tennis Coach
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Aug 2014 - Aug 2016
Milwaukee, Wisconsin
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Elite Sports Clubs
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United States
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Recreational Facilities
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100 - 200 Employee
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Tennis Professional
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2008 - Dec 2014
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Education
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Carroll University
Bachelor of Science (B.S.), Clinical Psychology -
Trinity Evangelical Divinity School
Master of Arts (M.A.), Mental Health Counseling/Counselor