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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA

Nicholas Carr
SVP, Wealth Management Advisor at Merrill Lynch Wealth Management
Speaker

Profile

Nick has over 20 years of financial services experience, and focuses on providing customized wealth management services to help meet the complex needs of retirees, corporate executives, institutions, family offices, and successful professionals. He holds a Ph.D. in Personal Finance from Kansas State University, where he provided research on the concepts of behavioral finance and financial risk assessment. Nick applies this research to his approach by better understanding clients, and improving upon their experiences, by not just fully understanding their financial goals, but also by understanding their personal goals, psychology, and behavior. Nick is also a Professor of Practice at Kansas State University, where he helps design curriculums, teaches behavioral finance and personal finance, speaks about behavioral finance topics, and conducts academic research.

Agenda Sessions

  • Family Office Management & Multigenerational Succession Planning

    4:10pm