David J. Nichols, CLU, ChFC, MSFS, CFP®

David J. Nichols, CLU, ChFC, MSFS, CFP®

Senior Associate

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Phone: 585-223-1380 ext. 119
Fax: 585-223-1478
E-mail:


Dave started his career with the firm in 1988 after graduating from SUNY @ Geneseo John Wiley Jones School of Business with a BS in Management Science.

In 2007, he obtained the Masters of Science degree in Financial Services - MSFS from The American College located in Bryn Mawr, PA.  A firm believer in the importance of ongoing education, Dave earned the professional designations of Certified Financial Planner - CFP, Chartered Financial Consultant - ChFC and Chartered Life Underwriter - CLU.

Dave takes great pride in his commitment to his clients and industry. He is a Life & Qualifying member of the prestigious Million Dollar Roundtable - MDRT and has been inducted into the John Hancock Financial Network Hall of Fame. He is a past President of both the Rochester Chapter of Insurance and Financial Service Professionals - IAFP and  the Rochester Society of Financial Service Professionals.  In 2008, Dave was recognized by the Rochester Chapter of the Financial Service Professionals for his commitment over the years to the financial services industry and the community as a whole by receiving the Rachael May Swaim Award. 

Dave resides in Fairport, NY with his wife, Alice, and their three children; Mary-Ammielle, Katarina and Dominic.