Wealth Management Advisor
Nick Kakas brings more than 16 years of investment experience as a Wealth Management Advisor to Digital Investment Services. He specializes in providing a variety of investment strategies for his clients to not only plan for today, but to also adjust for any potential changes that may occur tomorrow. He takes a lot of pride in frequently keeping in touch with his clients to monitor the progress of their investments, but to also catch up on any other significant occurrences going on in their daily lives. Nick focuses on building a strong and close relationship with each of his clients.
To Nick, the most rewarding part of being an advisor is knowing his clients are prepared for their future. After years of careful planning, saving, and goal setting, it is always exciting to discuss planning a special trip his clients want to take, or that retirement home they want to buy, or plan for any other fun activities they may want to do. This truly brings a sense of accomplishment and joy to his profession.
Nick cofounded the Norwood Alumni Choir in 2003, which is an a Capella group consisting of graduates from the Norwood High School music program. In his spare time, he enjoys playing golf, basketball, playing with his kids, and tending to his extensive vegetable and herb garden. Nick resides in Walpole with his wife, Nicole, and their 7-year old twins, Chris and Zoe.
- Bryant College - BA in Business Administration with a concentration in Finance
*Series certifications are held with LPL Financial.
- Series 7, 63 & 65