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Nicholas Vantrease, MBA, CFP®, CPWA®, RICP®

Personal Intern to Jim Clayton

1000 followers

Farragut, Tennessee, United States

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Timeline
About me
Founder, Wealth Advisor at Provident Wealth, LLC
Education
- University of Tennessee, Knoxville
  2006 - 2010
  Bachelor's Finance, Accounting
  Activities and Societies: Financial Management Association, Vols on Wall Street, Tennis Club, Ski Club President of Financial Management AssociationTeam Leader of CME / NYMEX Commodities Trading Challenge
- Yale School of Management
  2021 - 2021
  Wealth Management Theory & Practice
- Campbell University
  2011 - 2011
  Southeastern Trust School - Certificate in Trust and Fiduciary Management
- University of Tennessee at Martin
  2012 - 2014
  MBA
- College for Financial Planning
  2018 - 2018
  Certificate in Financial Planning
- The American College of Financial Services
  2020 - 2020
  Retirement Income Certified Professional® Education Program
Experience
- Clayton Bank and Trust
  Jan 2007 - Jan 2009
  Personal Intern to Jim Clayton
- Clayton Bank & Trust
  May 2010 - Jul 2017
  - AVP, Senior Trust Officer
    Jul 2014 - Jul 2017
  - AVP, Trust Officer
    Mar 2012 - Jul 2014
  - Assistant Trust Officer
    May 2010 - Feb 2012
- Provident Wealth, LLC
  Aug 2017 - now
  Founder and Wealth Advisor
Licenses & Certifications
- Series 65
  FINRA
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
  CFP Board
- Certified Private Wealth Advisor® (CPWA®)
  Investments & Wealth Institute
- Retirement Income Certified Professional® (RICP®)
  The American College of Financial Services

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