Nicholas Shealy, CRPS®

Retirement Plan Specialist, Operations

About Nicholas Shealy

After graduating from the Fisher College of Business at The Ohio State University with a B.S. in finance. Nick obtained his Series 65 securities license which he now holds with Gladstone Wealth Partners. He joined the team at UBS in 2019 after working as an advisor associate for three years with Bayshore Wealth Advisors in Miami, FL. After his time at UBS, Nick assisted in the 2021 transition to help launch Puzzle. Since it’s launch Nick has formalized Puzzle’s retirement plan management and earned his Chartered Retirement Plan Specialist designation.

Nick is an avid college sports fan and life-long Buckeye. He enjoys volunteering with local youth ministry/outreach programs and mentoring. He now lives in Hoffman Estates with his wife Mallory who is a middle school teacher and high school cheerleading coach and their dog, Lazer.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.

Contact Information


Office: (630) 425-5416
Personal: (630) 425-5961

Office Address

1901 N. Roselle Rd
Suite 700
Schaumburg, IL 60195

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