Nick Gardner
Wealth Management Advisor|CFP®, CLU®, CLTC®
A trusted partner in helping you plan for a secure and confident future.
Personal
Nick resides in Vestavia, AL where he enjoys spending time with his wife, Shelley, and their two children, Libby and Gray. Together they attend Church of the Highlands, Grandview.
In his free time, Nick enjoys hunting, fishing, golf and Alabama Football. He also enjoys supporting his kids in their different sports activities such as dance, soccer, flag football and basketball.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Certifications and Designations
CFP® - The CERTIFIED FINANCIAL PLANNER™ Professional designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the US, and by 25 other organizations affiliated with Financial Planning Standards Board. CFP® professionals are required to develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university with a curriculum approved by the CFP Board.
CLU® - A Chartered Life Underwriter (CLU®) is a professional designation for individuals who specialize in life insurance and estate planning.
CLTC® - The Certification in Long-Term Care (CLTC®) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.
Associations and Memberships
- National Association of Insurance and Financial Advisors
- Financial Representative Association
Awards and Recognition
- Million Dollar Round Table Qualifying Member
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award
- Award recognizing persistency and performance
- National Sales Achievement Award
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
