Nicholas A. Willenbring

Investment Advisor

Nick combines the incisive insight of a Wall Street veteran with a genuine passion for his clients' success. His experience with some of the industry's most prominent firms gave him a deep understanding of the markets, but it was his desire to build lasting, personal relationships that led him to join MD Wealth Partners in 2019. He chose to move from a large institutional environment to our boutique firm to provide the kind of direct, client-first partnership that he believes is essential for true financial success. He excels at translating complex market dynamics into clear, actionable strategies, empowering clients to make confident decisions for their families and their future.

Current Licenses & Designations

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Certified Private Wealth Advisor® (CPWA®)

Administered by the Investments & Wealth Institute® and taught in conjunction with The University of Chicago Booth School of Business

•Registered Fiduciary RF™
•Series 63 - Uniform State Law
•Series 65 - Investment Advisor Representative
•California Life Insurance License

Professional History & Education

•Graduate of the University of California, Los Angeles, Bachelor of Arts
•Formerly held Vice President titles at JP Morgan and Wells Fargo Advisors
•Formerly an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith; JP Morgan; and Wells Fargo Advisors
•Formerly held Series 7 - General Securities Representative