Meet Our Team

David B. Niles, CFP®                                              

Certified Financial Planner™

732-264-3600

david.niles@lpl.com

  • President, Niles Wealth Management, LLC
  • Certified by the International Board of Standards and Practices for Certified Financial Planners
  • Registered Principal, LPL Financial
  • Securities Registrations (held through LPL Financial) – Series 6,7,63,24
  • Life and Health Insurance licensed
  • Prepares Financial Plans – Retirement, Estate, College, Insurance Needs
  • Has advised clients and has been in the Financial Services industry since 1986. 

     

Client Services

Nancy Jones                                 

732-264-3600

nancy.jones@lpl.com

  • Assistant to David B. Niles, CFP®
  • Fields general questions and concerns
  • Assists with Account questions
  • Schedule review appointments
  • Change/update account information
  • Referral department 

     

 
Listed below are professionals we refer our clients to for Estate Planning, Accounting and Tax Services and All Forms of Insurance. We are not affiliated with these professionals, however, we work closely with them with the consent of our clients. We are happy to work with our client’s professionals if they have already established relationships. You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described below.

 

Estate Planning 

Neff Aguilar LLC 

Andrew J. DeMaio, Esq.

125 Half Mile Road, Suite 101
Red Bank, NJ 07701
Telephone: 732-224-1200

www.neff-aguilar.com

 

Professional Accounting and Tax Services

Greg Bernicker, CPA

234 Industrial Way West

Building A, Suite 100

Eatontown, NJ 07724

Telephone: 732-739-8800

gregg@belcpa.com

www.belcpa.com