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Nick Barlotta
Branch Manager, Senior Vice President - Investments at Benjamin Edwards Inc.
About
Nick Barlotta Jr. currently serves as Branch Manager and Senior Vice President – Investments at Benjamin F. Edwards & Co. in Destin, FL, where he oversees branch operations and leads a team of advisors providing comprehensive wealth management services. He specializes in financial planning strategies, with particular expertise in asset allocation, portfolio construction, retirement and Social Security planning, trust and estate planning, and business owner services.
Barlotta has a distinguished career in investment management, holding prior leadership roles at Wells Fargo Advisors as Branch Manager, First Vice President, and at Wachovia Securities as Branch Manager, Vice President – Investments. With nearly three decades of experience, he is known for his client-centric approach and commitment to trust, integrity, and mutual respect in delivering investment solutions.
He holds a Bachelor of Arts in Accounting from St. Leo College, providing a strong analytical foundation for his investment advisory practice. Barlotta’s achievements include building successful advisory teams, developing goals-based investment programs, and guiding clients through complex retirement, education, and legacy planning across traditional securities, insurance solutions, and estate-focused strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Branch Manager, Senior Vice President - Investments | May 2013 to Present | — |
| Wells Fargo Advisors | Branch Manager, First Vice President | Jan 2009 to Apr 2013 | On the heels of the purchase of A.G. Edwards & Sons by Wachovia, Wells Fargo purchased Wachovia Corp. |
| Wachovia Securities | Branch Manager, Vice President - Investments | Jan 2008 to Jan 2009 | A.G. Edwards & Sons was purchased by Wachovia. I moved from our Shalimar branch to take the position of Branch Manager at our Destin branch. |
| A.G. Edwards | Financial Consultant, Associate Vice President | Dec 1995 to Jan 2008 | — |
| United States Air Force | Air Force, Retired | Feb 1976 to Dec 1995 | — |
Education
St. Leo College
B.A., Accounting
Skills & Expertise
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
 | Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
 | Senior Vice President- Investments | Middletown, RI , United States |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
 | Chief Investment Officer | St. Louis, MO , United States |
 | Vice President - Investments | Belleville, IL , United States |
 | Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States |
 | Senior Vice President - Investments, Branch Manager | Harrison, AR , United States |
 | Vice President - Investments | Peoria, IL , United States |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
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