Nick Kinneston joined Castle Advisors in 2024 as a fourth-generation financial advisor, proudly continuing his family's legacy of service in the financial industry. This is his first role in the field, and he is excited for the opportunity to grow and learn under the guidance of his father, Jeff.
Nick graduated from the University of Vermont in 2023 with a degree in business administration concentrating in accounting and a minor in economics. In his career, he brings a fresh perspective and a strong dedication to building meaningful relationships with clients. His goal is to help individuals and families make informed decisions and reach long-term financial success.
What excites Nick most about this job is the opportunity to build meaningful, lifelong relationships with clients. He looks forward to working with them to understand their unique goals and challenges, and to be a trusted resource throughout their financial journey. He is also eager for the continuous learning and growth that comes with being in a constantly evolving industry, which keeps him motivated to provide the best possible service to every client.