Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

First Citizens Bank

Financial Sales Manager II

Southern First Bank

Responsible for developing and managing advisory relationships with mid-market commercial businesses in the realms of commercial lending, refinancing and debt consolidation, treasury and cash management.

Vice President / Team Leader

Truist

Grew and managed a complex book of business banking clients across various industries throughout the Metrolina market.

Partnered with various internal lines of business to offer clients an array of revenue-generating solutions to meet the customers’ needs, as well as grow the overall portfolio.

Nurtured my client pipeline by proactively seeking out commercial lending opportunities that provide clients with access to capital to grow and enhance the value of their business.

Ranked as one of the top three Truist business bankers in Percent of New Business Revenue: 
Total Target (222%), Percent of Loan Target (415.7%), and Percent of Deposit Target (163%).

Vice President, Commercial Relationship & Business Banker

SunTrust

Lead team and directly contribute to branch performance, including successfully exceeding aggressive sales, service and operation goals. Responsible for daily P&L reports for branch performance, as well as strategies for improvements.                                                                                                         

Drive revenue by making personalized recommendations to meet client needs, while cross-selling consumer lending, investment and business banking products and services.

Achievements: Top Five Producer in Charlotte Region, consistently 100%-plus on sales goals (currently 135% of goal)

Assistant Vice President, Retail Banking

Fifth Third Bank

Serve as a trusted advisor between clients and the bank; responsible for self-sourcing loan leads, facilitating the application process through closing; continuous development of a pipeline for increased loan production. 

Conduct ongoing Financial Needs Assessment with clients to evaluate current and future financial goals, aligning bank products and services with uncovered needs. 

Responsible for a continuum of bank services, including standard household DDA, savings, mortgage, loan and credit products

Accomplishments: Regional Top Performer, Top 10 in growth creation for the Southern Region,
Five-star customer excellence index score

Bank Officer, Mortgage Loan Officer

Regions Financial Corporation

Managed a diverse team of banking professionals to meet and exceed organizational goals, including deposit and consumer loan growth; led business development initiatives; hosted daily/weekly conference calls with leadership to review goal projections and discuss strategy. 

Accomplishments: 
1 of 5 managers to complete Regions Branch Leadership Academy 
Recognized by City President for deposit growth and business/consumer loan production
Consistently led the region in business loans, consumer lines of credit and checking growth
Selected as team champion for loan and checking growth programs

Branch Manager

AG Edwards

Held Series 7 and Series 63 licenses, as well as life, health and annuity license
Assessed client goals and conducted asset audits to develop unique financial strategies
Balanced portfolios to maintain the proper mix of equities and fixed income instruments
Completed research and analysis to offer clients insights to the pros/cons of age-based, risk-based options.

• Financial Services leader with 20 years of full-spectrum banking experience, including business, commercial, community and retail banking, as well as lending and financial advising experience.

• Client-first mentality with a proven history of exceeding business goals, surpassing benchmarks on customer service, and working with diverse teams to achieve successful outcomes. 

• Strong process and project management skills, driving results by leveraging tools and processes, such as client onboarding, treasury implementation, commercial assessments and credit review, underwriting, and client relationship management. 

• Graduate of the North Carolina Bankers Association’s School of Banking, an indicator of my passion for the industry and the desire for continued growth and professional development.

taplio

The Battle

Nic Nielsen, CFP®

Buck Stone

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