Nick Willson
Based in Radnor, Nick supports clients with financial planning, investment analysis, and a thoughtful approach to helping them pursue meaningful goals.
Ways to Connect
Nick Willson is a Wealth Advisor Associate at Mission Wealth. In this role, he works alongside his advisory team to support financial planning, investment analysis, and ongoing client relationships.
He brings prior wealth management experience and a strong interest in helping clients move beyond meeting their financial needs to explore what is possible with their wealth.
I love helping clients gain confidence that they can achieve their financial objectives. From there, we can focus on what is possible beyond meeting their needs and have deeper conversations about what matters most to them
Professional Background
Before joining Mission Wealth, Nick worked as a Wealth Analyst at a registered investment advisory firm, where he built and presented financial plans, conducted investment reviews with clients, and supported complex portfolio analysis. This experience gave him a strong foundation for navigating a wide range of client circumstances and financial planning needs.
Nick earned a Bachelor of Science in Finance and Economics from Alvernia University in 2024, graduating summa cum laude. He also holds the Series 65 license.
Personal Pursuits
Outside of work, Nick enjoys staying active at the gym, playing soccer with friends, and playing poker competitively.
Community Impact
Nick coaches with the Boyertown Soccer Club, where he enjoys giving back to the next generation of players and helping them develop the same appreciation for the game that he has.
Request an introduction to Nick Willson.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Nick Willson and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor