Nick Elliott joined Covenant Advisory Group in July of 2009, as a Financial Professional. In 2021, He became the Managing Partner of our Forest City location. In his role with CAG, Nick offers retirement planning, investments, life insurance, long term care, business, and estate planning services. Nick completed the CERTIFIED FINANCIAL PLANNER™ professional Designation in December 2021. Before joining CAG Nick was an educator with the Rutherford County School system for eleven years. After leaving the school system, Nick had a natural market of working with educators in planning for retirement and understanding the benefits that come along with retiring as a state employee.
Nick grew up in Forest City, NC and attended Appalachian State University where he graduated with a Bachelor of Science in Middle Grades Mathematics. He is married to his wife Jennifer and they share two children, Michael and Katie. Nick stays on the go with his children's many activities and enjoys watching Carolina Panthers football and all Appalachian State athletics.
Some of Nick's personal and professional achievements include:
- Graduate of Appalachian St. University with Bachelor of Science in Middle Grades Education with a concentration in Mathematics
- Member of Kappa Alpha Order Fraternity
- Deacon of First Baptist Forest City
- Board member of The Rutherford Foundation
- FINRA Securities Registration: Series 7 and Series 66
- Certified Financial Planner
Nick can be reached by email at firstname.lastname@example.org or by phone at 828-245-7242.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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