Cantrell Named to ‘Next Generation Wealth Advisors List’
HADLEY — A recent study has discovered that 38% of financial advisors expect to retire over the next decade, which means a new wave of wealth managers are stepping up to the plate. In light of this demographic shift, Forbes has released its first-ever list of “America’s Top Next-Gen Wealth Advisors.”
Among those earning a place on this prestigious list is UMassFive College Federal Credit Union’s Nick Cantrell, a financial advisor registered through CUSO Financial Services, L.P., who specializes in retirement planning, investment management, socially responsible investing, insurance planning, and estate planning with Massachusetts State employees, healthcare professionals, and employees of colleges and universities.
In order to be considered for this honor, Cantrell was required to complete a lengthy performance survey covering areas such as compliance records, client retention, revenue production, and assets managed. He has been a financial advisor for more than 10 years, and has worked at UMassFive College Federal Credit Union since 2012. He maintains office hours both in Worcester and Northampton.