meet
Messina's Wealth Management
"You Earn It. We Protect It."
Founder & President
Nick Messina
Nick Messina: A financial professional licensed for over 30 years, his experience includes affiliations with broker-dealers and a Registered Investment Advisory firm. As a fiduciary, Nick has the responsibility to always act in the best interest of his clients. His philosophy, “Safety First, A Reasonable Rate of Return over time, and Keeping it Simple,” is a strategy that has served his clients well through the volatile years of economic upheaval and world events.
“Safe Money” Nick decided to become a financial professional to offer his clients the very best products offered by various financial institutions he is appointed with, each of whom is, in Nick’s experience, among the best available leaders in their respective fields. The focus of most of his clients is to protect their hard-earned savings by purchasing products protecting from market declines and providing them with income that they cannot outlive. For his RIA clients, recognizing and weighing risk vs. reward for his client’s investment portfolios is his foremost goal.
Get In Touch
Nick Messina, Founder & President
Meet Your New Team!
Our team at “Safe Money” Nick Messina’s Wealth Management is dedicated to helping you learn your options for keeping your retirement savings safe and protected. Our “client-first” philosophy drives everything we do and we look forward to working with you.
Correnne deValcourt
Director of Client Relations & Life Insurance
Correnne is your Client Relations Director. She prepares the new policies, annual reviews and any needs of your enforce policies. Correnne also specializes in the Tax-Free Green Line. For questions regarding your existing policies or to schedule an annual review, or for info on the Tax-Free Green Line, please contact her.
Sloane Tadlock
Director of Events and Seminars
Sloane organizes and manages our Client Events and Introduction Seminars. To schedule an appointment, attend a client event or register for a seminar please contact her.
Rene Perez
Director of Operations
Rene oversees and facilitates all new accounts being set up and funded. For questions regarding transfers on new accounts or adding money to an existing account, please contact him.
Ashley Johnston
Client Relations Specialist
Ashley works in Client Relations. It’s her job to get to know clients, so if you reach out to us, you’re sure to interact with her. She enjoys the friendly, laid-back atmosphere we have here at Messina’s Wealth Management, and loves meeting new people. Ashley is caring, thoughtful, and loyal. When not working with us, she enjoys spending time with friends, family, or her pets: she has a Tabby cat named Annabelle and a lab named Winnfield.
References: meet our
Our Client Recommendation Board
The Messina Wealth Management Client Recommendation Board is made up of people who believe in our dedication to “safe money” retirement options. This mission has never been more important than it is today.
Our Client Recommendation Board informs our firm on how we can better serve our clients. Board members give us constructive feedback on services we provide and education topics we cover.
In addition, our client recommendation board contributes in the following ways:
- Discuss relevant pre-retiree and retiree issues at our bi-annual board meetings
- Attend occasional dinner seminars and answer fellow retiree questions
- Be available as a reference for prospective clients
Lynda
Debbie
Mona
Damian
Clyde
Betty
Barry
There is a lot to consider when working with a new financial professional. Our Client Recommendation Board can answer questions, share their first-hand experiences, and put your mind at ease. Have questions for a current client recommendation board member? Reach out to us and we’ll be happy to connect you.
