Nick Rubin

Nick joined River Run Wealth Advisors in March 2024 and plays a key role in ensuring a smooth and efficient client experience. As a Registered Sales Assistant Broker, he handles service-related requests, assists with account maintenance, and manages the preparation and tracking of new account and transfer paperwork.

Nick earned his B.A. in Finance from Washington State University, where he played an active role in managing the university’s endowment fund—an experience that sparked his interest in investment research and portfolio strategy. After beginning his career as a financial advisor with Equitable, Nick transitioned into a support role to focus more deeply on the analytical side of financial planning.

He is your go-to resource for:

• Managing account updates, including contact and beneficiary information
• Accessing important documents such as statements and tax forms
• Coordinating account contributions, distributions, and transfers

Outside of work, Nick enjoys staying active through golf and other sports. A lifelong athlete, he played baseball through his first two years of college and continues to bring that same discipline and teamwork to his role at River Run Wealth Advisors.