Nick Bertolucci

Senior Customer Advocate Licensed

Nick Bertolucci is a results-driven professional in the financial services sector, currently holding several licenses including SIE, Series 6, Series 63, and Texas Health & Life Insurance. Since 2025, they have served as a Senior Customer Advocate Licensed at TIAA, where they assist clients in achieving their financial goals through education and advisory connections. Nick's previous roles include serving as a Financial Services Consultant at TIAA and a Leader at Chick-fil-A Restaurants from 2019 to 2021. They also held the position of Controller at WEBB GLOBAL TRANSFER, LLC in 2023 and worked as a Sales Associate at Tecovas from 2024 to 2025. Nick earned a Bachelor of Science in Economics from Texas Tech University, completing their degree in 2023.

Location

Dallas, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices