Nicholas C. Trappey, CFP®

Nicholas Trappey is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with clients to provide disciplined, fiduciary-driven financial guidance. His approach emphasizes long-term thinking, clarity, and aligning financial decisions with each client’s broader goals and responsibilities.

A graduate of the University of Louisiana at Monroe, Nic has been recognized as a Top 20 Under 40 professional by the Monroe Chamber of Commerce and BayouLife Magazine. He brings a planning-first perspective to wealth management, with a focus on structure, discipline, and long-term decision-making.

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Nic’s professional experience includes most recently leading a successful, financial planning-focused registered investment advisory firm. He is known for helping clients navigate the complexities of their constantly evolving lives, approaching each situation as a problem to be thoughtfully solved rather than a product to be sold.

He believes effective advice is built on trust, consistency, and a deep understanding of the client—not products or predictions. Nic is a former president of the Greater Ouachita Lions Club, demonstrating his commitment to service and community leadership. He has also been recognized as a Top Financial Advisor by BayouLife's Bayou Buzz Awards. Nic lives in Monroe, Louisiana with his wife and two children, and outside of work enjoys coaching his children’s sports and traveling with his family.

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