Client Service Advisor
Nicolas@InnoviaWealth.com
616-278-1318
At Innovia Wealth, Nicolas Jaramillo Troya’s role is focused on operations and acts as a point of contact, assisting advisors in serving clients by handling the account opening process, scheduling meetings, and performs other tasks that facilitate an excellent client experience.
Although still in the early stages of his career, prior to joining Innovia, Nicolas gained experience both as a licensed life insurance agent and as a relationship banker with one of the nation’s largest banks. He is currently working toward his Series 65 license which will empower him to deliver financial advice related to securities and plans to follow that by studying and qualifying to become a Chartered Financial Consultant® (ChFC®).
A native of Ecuador who moved to Michigan at age 13, Nicolas is fluent in both English and Spanish. His long-term goals include becoming a financial advisor with Innovia Wealth, where he says the company culture and educational opportunities far surpassed what he saw at other firms.
Nicolas love music and soccer and plays in a local Hispanic soccer league in his spare time with his family cheering him on.