Nick Celidonio is a Financial Representative based in Fort Myers, Florida, working directly with Stacey Adams to help individuals, families, young professionals, and business owners navigate their financial lives. As part of Stacey’s team, Nick is actively involved throughout the client planning process—from developing and evaluating financial strategies to helping implement and service those strategies as clients’ needs evolve.

With a background in Finance and Economics, Nick began his career in financial services while still in college. Today, he brings a holistic, numbers-driven approach to his work with clients. Rather than viewing investments, insurance, retirement strategies, and other financial decisions independently, Nick believes each piece should work together as part of a coordinated strategy.

His goal is to help serve as a financial quarterback for clients—bringing the different areas of their financial lives together in a way that creates an appropriate balance of growth, income, liquidity, tax flexibility, and protection. For Nick, the objective is not simply to recommend a product or pursue the highest possible return, but to help build a financial strategy designed to remain effective through different stages of life and changing circumstances.

Nick also works extensively with business owners on the design and ongoing coordination of qualified retirement plans, including 401(k), profit-sharing, and cash balance plans. He works directly with clients and their third-party administrators to help ensure plan design aligns with both compliance requirements and the client’s broader financial objectives.

Outside of the office, Nick enjoys spending time with friends and family, following sports, and cheering on his Philadelphia teams.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian.