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 team!
Our team at 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.
Rene Perez
Director of Operations
Rene oversees the firm’s Assets Under Management (AUM) reporting and administration while managing the day-to-day operations of the office. He ensures operational efficiency, regulatory compliance, and supports the delivery of a seamless client experience. For more info contact him at: rene@safemoneynick.com
Correnne deValcourt
Director of Client Relations & Life Insurance
Correnne meets with existing clients, helps with policy delivery, and annual reviews. She also specializes in the Tax-Free Green Line, our life insurance platform. For more info contact her at: correnne@safemoneynick.com
Ashley Johnston
Client Relations Specialist
Ashley works in Client Relations. She prepares new policies, and sets appointments for existing clients for annual reviews and policy deliveries. She is also the contact for any policy service needs. For questions regarding an existing policy or to schedule an annual review, you can contact her at: ashley@safemoneynick.com
Joseph Lund
Client Development
Joseph 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, you can contact him at: joseph@safemoneynick.com
Renna Shows
Office Administrator
Renna manages administrative operations for the office. She is the first point of contact when calling or visiting the office. For general office questions you can contact her at: renna@safemoneynick.com
Will East
Appointment Setter
Will attends and oversees all of our seminars. To register for a seminar, sign up for a client event, or set an appointment you can contact him by calling the office or reach out via email at: will@safemoneynick.com
Miranda Buckley
Marketing & Events
Miranda oversees our Marketing department. She also works closely with Will to facilitate Messina’s seminars and events. For more info contact her at: miranda@safemoneynick.com
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
Mona
Debbie
Terri
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.
