Nick Granter is a Client Service Associate based in the Mansfield office of Bluespring Wealth – River Valley. He services client accounts across the firm’s three custodial platforms as part of a four-person team that includes a lead advisor and two other associates. Together, they focus on providing excellent care to the clients who have trusted them with their financial journey.
Nick served in the U.S. Marine Corps for 20 years, with financial management and comptroller work as his primary role. His assignments involved budgeting and accounting at duty stations across the country and overseas, and that work required training in areas such as appropriations law and Lean Six Sigma. He sees a natural connection between that career and wealth management, since both depend on research, a strong grasp of laws and regulations, and effective planning.
Nick earned a Bachelor of Science in History from Liberty University. What he enjoys most about his work is the time with clients, whether that means researching a question to serve someone better, celebrating a completed rollover, or helping a client understand how a Roth conversion fits into their long-term tax picture. He learns something new nearly every day and enjoys passing that knowledge along so everyone around him can get better.
Nick and his wife, Joy, have been married for more than 20 years and have four children, three daughters and a son. After his military service, the family moved back to their hometown of Mansfield. With most of his kids now in high school, Nick spends plenty of time at their school events, and he also enjoys reading and working on the family’s property. He is a member of the local chapter of the Marine Corps League and takes part in veteran events around the area.