NICHOLAS KLEIN
Financial Advisor, RJFS Vice President, Business Development, Concurrent Advisors

As Vice President of Business Development, Nick’s responsibilities include identifying, attracting and consulting with high-caliber clients seeking to establish a strategic partnership with Concurrent Advisors, an advisor-owned network of independent practices across the nation that manages over $13 billion in retail client assets as of December 2021. Concurrent Advisors partners with Raymond James Financial Services as its broker/dealer and custodian.

Prior to his current role with Concurrent Advisors, Nick worked as a Business Development Associate in the RIA channel of Raymond James. During that time, he successfully contributed to the growth of the RIA division of Raymond James by over $1 billion in net new assets in fiscal year 2017 and 2018. He also played a key role in helping grow the division from approximately $7.5 billion in assets under management in 2017 to over $30 billion in 2019. This feat was facilitated by Nick’s passion for helping and supporting financial advisors as well as his recruiting, business consulting and mergers and acquisitions expertise.

Nick holds a Bachelor of Science in Political Science and Interdisciplinary Social Science from Florida State University (FSU). He also holds his Series 7 and 66 licenses and an Executive Certificate in Financial Planning from the University of Tampa.

Originally from Chapel Hill, North Carolina, Nick was recruited by FSU’s Swimming and Diving team. In addition to helping the team win a USA National Championship in 2011, Nick was selected by his coaches and peers to be team captain his senior year at FSU and qualified for the finals of the Olympic trials in 2012. He also recruited 13 elite athletes to join his team, an experience that made him realize his passion for business development and ultimately led him to pursue a growth-driven career.

Outside of work, Nick enjoys exercising, volunteering, and playing with his dog, Charlie.