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Nick Loring

CFP®, CPWA®, CIMA®, MBA, CRPC®, CRPS®

CEO, Managing Partner, Certified Financial Planner™ Practitioner, Certified Private Wealth Advisor®, Certified Investment Management Analyst®

Nick Loring joined the Loring Advisory Group in 2013. Nick partners with his parents, Jeff and Colleen, to advise a growing list of clients. Known for his all-in approach to financial advice, Nick’s clients call him with the full range of financial questions – from advice on investments to settling an estate or buying a new home. He is a full-service financial planner with a passion for giving back. A committed community leader, he volunteers time and expertise to local organizations including the Rotary Club of Smithfield and the Greenville Public Library. Nick began his career on active duty with the U.S. Army, serving more than five years as a field artillery officer and rising to the rank of captain. It was during a deployment in Iraq, in support of Operation Iraqi Freedom, that Nick first performed as an asset manager. Responsible for nearly $5 million in humanitarian aid, small business loans, and infrastructure improvements, Nick managed the equitable distribution of resources to the local population and received a Bronze Star in recognition of his meritorious service.

Professional Designations, Certifications, Securities Registrations and Licenses

  • Certified Financial Planner™
  • Certified Private Wealth Advisor® (CPWA®)
  • Certified Investment Management Analyst® (CIMA®)
  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • Chartered Retirement Plans Specialist℠ (CRPS®)
  • FINRA General Securities Representative (Series 7)
  • FINRA General Securities Principal Examination (Series 24)
  • FINRA Uniform Combined State Law Examination (Series 66)
  • Life and Health Insurance – CA, CT, DE, FL, MA, ME, NC, NH, NJ, NY, OK, PA, RI, SC, VA, WA, WI
Nick grew up and lived in Smithfield for much of his life, graduating from Smithfield High School. He earned his Bachelor of Science in Business Administration from Bryant University with a concentration in Finance and an MBA from Mississippi State University. He is also a certificant of the Investment Management Theory & Practice program through the Yale University School of Management. When he’s not working or volunteering his time in the community, you’ll find Nick playing golf, reading or traveling with his wife, Jennifer, and daughters, Georgia and Stella.

Awards and Professional Affiliations

  • Providence Business News 40 Under Forty 20231
  • AdvisorHub 25 Next Gen Advisors To Watch, 20222
  • Barron’s Top 1200 Advisors, 20233
  • Forbes’ Best in State Wealth Advisors, 20234
  • Forbes’ Top 100 US Next-Gen Wealth Advisor, 20225
  • Forbes’ Next-Gen Best-in-State Wealth Advisor, 2019, 20226 – Rhode Island
  • Forbes’ Top 500 Next-Gen Advisors, 20177
  • InvestmentNews’ 40 Under 40, 20188
  • Five Star Wealth Manager, 2017, 2018, 2019, 2020, 2021, 2022, 20239
  • Treasurer, Smithfield Veterans Memorial Committee
  • Leadership Rhode Island, MU II Class (2016)
  • Past Board Member, Treasurer/Membership – Financial Planning Association of Rhode Island
  • Past Treasurer/Trustee, Greenville Public Library
  • Past Treasurer, Rotary Club of Smithfield
  • Smithfield Heritage Hall of Fame Committee (2016)

1 2023 Providence Business News 40 Under Forty, Is created by Providence Business News. This award is based on leadership in each nominee’s respective organizations and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

2 2022 25 Next Gen Advisors to Watch, created by AdvisorHub. Presented in September 2022 based on data from 12/31/2020-12/31/2021. 127 advisors were
considered and 25 advisors were recognized. Advisors do not pay a fee to be
considered or to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for more award information.

3 2023 Barron’s Top 1200 Advisors, created by Barron’s. Presented in March
2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were
considered, 1200 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

 

4 2023 Forbes Best In State Wealth Advisors, created by SHOOK
Research. Presented in April 2023 based on data gathered from June 2021 to June
2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

 

5 2022 Forbes Top 100 Next-Gen Wealth Advisors, created by SHOOK
Research. Presented in Aug 2022 based on data gathered from March 2021 to March
2022. 3,513 Advisors were considered, 100 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

6 2019, 2022 Forbes Top Next-Gen Wealth Advisors Best in State, created
by SHOOK Research. The 2022 award was presented in Aug 2022 based on data
gathered from March 2021 to March 2022. 3,513 Advisors were considered, 1000
Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

7 2017 Forbes Top 500 Next-Gen Wealth Advisors, created by SHOOK
Research. Presented in Aug 2017 based on data gathered from March 2016 to March
2017. 2,356 Advisors were considered, 500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

8 2018 Investment News 40 under 40, created by Investment News.
Presented in June 2018, based on data gathered in 2018. 1000 advisors were
considered, 40 advisors were recognized. Advisors pay a fee to hold out
marketing materials. Not indicative of advisor’s future performance. Your
experience may vary. Click here for more award information.

9 2017-2023 Five Star Wealth Manager Award, created by Five Star
Professional. The 2023 award was presented in 12/2022 based on data gathered
within 12 months preceding the issue date. 637 advisors were considered, 136
advisors were recognized. Advisors pay a fee to hold out marketing materials.
Not indicative of advisor’s future performance. Your experience may vary. For
more information, please visit www.fivestarprofessional.com.

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