Nicholas DeSantis has joined Heritage Financial Consultants as a Registered Planning Assistant to Brian Gracie, a registered representative of Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. In his new role, DeSantis is responsible for research, allocation models and preparation for client reviews. He previously worked as a Financial Advisor and Mortgage Loan Officer, and earned his Bachelor of Arts in Communication from Brooklyn College. DeSantis hold his Series 7, Series 66 and is a Chartered Retirement Planning Counselor.
