Nick Marlo

Prior to Edward Jones, I attended The University of Kansas to obtain my bachelor's degree in psychology and business. This background provides me with a unique skill set of knowledge and empathy to connect with individuals.

For over a decade, I have been working with clients to help them achieve their financial goals. I enjoy taking a holistic approach to cover all facets of the financial world. My methodology begins with engaging in active listening through ongoing communication and dialogue. I encourage my clients to "dig-deep" to share their most fantastic goals, financial or personal, to help fully understand their point of view and perspective.

I utilize my education and industry experience to assist individual investors and business owners to get on track and maximize their potential. I enjoy working with employers to offer 401(k), 403b, SEP or Simple IRA options to their employees. My father and grandfather owned and operated a small business for over 40 years, so I understand the importance of providing quality service and education to businesses in the KC Metro and surrounding areas.

My overall principle is to tailor an approach that caters to each individual client and circumstance. In doing so, I look to facilitate a relationship built on trust to help achieve generational wealth. In time, I would like to be viewed as an extension of your family.

I live in Overland Park, KS, with my wife and son. In my spare time, I enjoy running for exercise, reading books, cheering on Kansas City sports teams, spending time with friends and family, and being involved in the community.