Nicholas S. Carlin

Nick brings perseverance, persistence and optimism in his approach to financial services. He takes deep satisfaction in seeing clients meet their goals, whether it’s retiring, paying for a child’s education, starting a business or engaging in altruistic endeavors.

Prior to forming the Carlin Wealth Management Group in 2023, Nick was a private wealth advisor for Ameriprise Financial. He holds the designations of Certified Financial Planner™, Chartered Special Needs Consultant^®, Chartered Financial Consultant, Chartered Retirement Planning Counselor^SM, Accredited Portfolio Management Advisor^SM and Master Planner Advanced Studies. He earned his bachelor’s degree in international finance from Assumption University and his master’s degree from the College for Financial Planning.

On a day-to-day basis, Nick meets with clients, managing their needs, goals and resources. He adjusts strategies as needed, making sure to monitor performance, and responds to changes in his clients’ financial lives. He knows that the best way to grow his business is to facilitate his clients’ success, applying that principle to his work.

Originally from Hull, Massachusetts, Nick currently resides in Austin, Texas, with his wife, Catalina, and two sons, Pablo and Marco. Outside the office, Nick is an active member of his local community. He is the treasurer, as well as a member of the board of directors, for the Down Syndrome Association of Central Texas (DSACT). Carlin Wealth Management Group also sponsors Austin City FC, a men’s premier over 30 soccer team. His hobbies include playing soccer, skiing and sports cars, as well as coaching Marco’s soccer team and Pablo’s DSACT soccer clinics.