Nick Hasselkus

With over 20 years as a financial professional, our team helps clients define and strive to meet their financial goals by delivering a vast array of resources in the way that is most appropriate for how they wish to invest and what they want to achieve. Working together we can help you preserve and ultimately grow your wealth before retirement, then assist with various income needs throughout retirement. Under my direction, you will have access to some of the worlds most seasoned and respected investment managers, a premier trading and execution platform coupled with a full spectrum of investment choices. For many client’s: Retirement Planning, Family Legacy Planning, Estate Planning Strategies, Trust Services, College Planning, Gifting, Long-Term Care, Insurance Planning, Cash Management and Lending Solutions are areas I focus on. Working together alongside your other trusted advisors, such as Estate Planning Attorneys, Divorce Attorneys and Certified Public Accountants is the best way to help ensure/develop a comprehensive plan for your financial future.

On a personal note: Nick originally resided in Southern California and now makes his home in Scottsdale, Arizona since 1993. He is an active father of an outstanding 18 year old daughter and in his free-time he enjoys traveling the world. Nick is an active member in the Harley-Davidson, Scuba Diving and Skiing communities. Over the years, he has trained and crossed the finish line of numerous Half/Full Marathons and Triathlons in various cities throughout the United States. Locally, he enjoys hiking the mountains here in the “Valley of the Sun” and the various social events Arizona has to offer every year. Before becoming a family-man, Nick was a uniformed volunteer with both the Los Angeles County Sheriff’s Department, as well as, the Maricopa County Sheriff’s Office until his career and family life filled the calendar!



Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and
benefits
• Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

• Personal
• Highly individualized and committed to helping you achieve financial
success
• Flexible
• Responsive to changes in your life and in your priorities over time
• Comprehensive
• Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.