Nick McCreary, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2021, during the acquisition of HW Financial Advisors
• Works with clients on their financial planning needs, developing asset allocation models, investment research, and investment vehicle selection
• Member of MAI’s Investment Committee and sits on the firm’s manager research committee

Life Outside of MAI 

• Volunteer at the Greater Cleveland Food Bank

Education

• The Ohio State University Max M. Fisher College of Business, BSBA in Finance with a specialization in Investments

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.