Nicholas Redhead

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Clearwater, FL 33761-2657

Credentials

Series 66

Industry experience

3 years

About

Nick Redhead is a Financial Consultant who focuses on helping clients simplify their financial lives by developing strategies to accumulate, preserve, and transfer wealth. He works closely with clients to understand their needs and build financial confidence through personalized guidance and ongoing partnership.

Nick has experience as a Financial Representative at Charles Schwab from 2022 to 2023 and served as a Financial Consultant partner at Equitable Advisors from 2019 to 2021.

Outside of his professional work, Nick has personal interests in fitness, food, football, golf, and movies.

Expertise

Wealth management General estate planning guidance Gifting strategies Multi-generational wealth transfer Charitable giving & philanthropy

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2023 - Present (3 years)

Charles Schwab & Co., Inc.

2022 - 2023 (1 year)

UnEMPLOYED

2022 - 2022 (1 year)

Sequioa Financial

2021 - 2021 (1 year)

Harvest Seasonal grill and wine bar

2020 - 2022 (2 years)

EPR Landscaping

2020 - 2020 (1 year)

Equitable Financial

2020 - 2020 (1 year)

Florida Atlantic University

2018 - 2022 (4 years)

UnEMPLOYED

2017 - 2018 (1 year)

Sacred pepper

2017 - 2017 (1 year)

UnEMPLOYED

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Married/Couples/Partners LGBTQIA Women Professionals Gen Y/Millennials (Born 1980-1995)

Tom L

CFP®

Tampa, FL

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Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.

General retirement planning Inherited wealth Widow/Widower Baby Boomers (Born 1946-1964)

Evan E

Series 66

Clearwater, FL

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Evan Eastman is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, retirement planning, portfolio management, and tax minimization. With over thirteen years of industry experience, he has dedicated his career to serving business owners, executives, and high net worth families. Evan's background includes hosting financial strategy seminars and retirement planning sessions for corporate executives and their employees nationwide. Evan holds a Bachelor's Degree from the University of South Florida and has completed an Accredited Certificate Program at the Yale School of Management. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team emphasize an integrated and customized approach to wealth management, staying current with market conditions, tax laws, and innovative strategies to support clients’ unique financial goals. Beyond his professional pursuits, Evan participates actively in community organizations such as the American Heart Association, Habitat for Humanity, Keep Tampa Bay Beautiful, and the Salvation Army. He is also involved with various clubs and civic groups. In his personal time, Evan enjoys boating, cooking, dancing, music, reading, singing, swimming, traveling, and spending time with his family.

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Carter H

Series 63, Series 66

Clearwater, FL

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Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Wealth management

Dino J

Series 63, Series 66

Tampa, FL

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Dino Jambresic is a Planning Consultant at Fidelity Investments, where he guides clients through their financial planning needs. He collaborates closely with clients to develop plans tailored to their goals, time horizons, and investment requirements. Dino emphasizes building strong client relationships through close collaboration. He has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Representative, Retirements Specialist, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects his extensive experience within the firm and expertise in financial planning. Outside of his professional work, Dino enjoys cooking and baking, exploring food, attending social events with friends, watching movies, spending time with pets, and playing soccer.

General retirement planning Retirement income strategy Income planning Wealth management Cash flow / budgeting Financial Professional

Luke M

CFP®, Series 63, Series 65

Trinity, FL

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Wealth management Business ownership considerations Founder/Business Owner
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