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Our financial advice team


Nicholas Kayatta, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Nicholas Kayatta

APMA

Financial Advisor

Point To Point Wealth Planning
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66
  • Delaware Life and Health

Education

  • University of Delaware, Bachelor of Science, Financial Planning and Wealth Management 2018-2022

Awards & recognition

  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2023

Community participation

Interests

· Spending time with my loved ones is of utmost importance to me.

· I enjoy traveling, especially if it involves a historical location. Trying new food and drinks is always on my to-do list when I travel.

· I appreciate time in nature and exercising, whether that be a walk, hike, tent camping, or lifting.

· I am an avid Steelers fan and try to make it up to Pittsburgh once a year for a game.

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.