Nicholas Loring

PBN 40 Under Forty 2023 Awards
Nicholas Loring | 39 | CEO and managing partner, Loring Advisory Group


What have been the most significant changes in your industry in the last five years? The opportunities to reach people that have been unlocked with the virtual capabilities brought to light during the COVID-19 pandemic.

What is the best advice you have ever received? The most powerful currency one has is their reputation. Never trade it for anything.

Where do you see yourself in five years? Leading a multifaceted firm into new professional challenges, while attempting to maintain a status quo of good father and husband, all in spite of a triple bogey on 18.

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What advice would you give your 22-year-old self? Maintain perspective; things can always get worse.

What moment changed your life more than any other? Sept. 11, 2001. Without that day, I would have never applied for an Army ROTC scholarship and began my career in the military.

What is your greatest attribute that you bring to your job? My ability to relate to others and the enjoyment of developing close relationships with them.

Fox or MSNBC? CNBC during the week; ESPN on the weekend.

What led you to pursuing a career in your current industry? I have parents who are financial planners. It’s in the DNA.