David Nickel
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Fee options
Financial planning, estate and trust administration consulting, 1042 consulting, and consulting services offered on a negotiated fixed fee basis.
Advisory fees based on percentage of assets under management, capped at 3.0%, fees are negotiable and may vary by client and program.
Brokerage commissions may be charged if a brokerage account is established; transaction fees and commissions apply in addition to advisory fees.
Account minimum: Envestnet maintains recommended account minimums; if the account is below the recommended minimum, a $40 annual fee applies. Specific minimum amounts are not stated in the brochure text provided, so exact minimum is null. Minimum fee: $40 annual fee charged by Envestnet if account is below recommended minimum. Fee-only: Financial planning services and estate/trust administration consulting billed at negotiated fixed fees.
Work history
&PARTNERS
2025 - Present (1 year)
WElls Fargo Clearing Services, LLC
2016 - 2025 (9 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
George H
Series 63, Series 65
Kilmarnock, VA
Merrill
George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory services.
Jason R
Series 66
Urbanna, VA
Merrill
Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.
Morgan A
CFP®
White Stone, VA
MWA Investments, LLC
John M
Series 63, Series 65
Irvington, VA
Monroe Capital Partners, Llc
William M
Series 63, Series 66
Heathsville, VA
Interactive Financial Advisors
Langston W
Series 66
Urbanna, VA
WealthPlan Investment Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")