Nicholas J. Romeo is a dynamic wealth advisor, data-driven strategist, and passionate community leader whose multidisciplinary background in software engineering, finance, and business analytics makes him a standout among today’s emerging professionals. As a Wealth Manager at Bury Financial Group, Nick blends technical expertise with financial acumen to deliver customized strategies that empower clients to achieve long-term success.

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Nick’s career began in the tech sector, where he excelled in roles such as Data Consultant and Senior Data Engineer at national firms including Dick’s Sporting Goods and West Monroe Partners. Leveraging a strong foundation in cloud-based data architecture, analytics, and business intelligence, Nick transitioned to the financial services industry in 2023. In just a short time, he earned multiple professional licenses — including the SIE, Series 7, Series 66, and Insurance certifications — and quickly became a trusted voice within the firm. His ability to integrate data analysis into client planning has brought innovation and efficiency to Bury Financial’s services.

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Nick’s passion for his community is just as strong as his commitment to professional excellence. A Board Member of the Mahoning Valley Young Professionals, Nick helps spearhead corporate sponsorship efforts, building strong partnerships that support networking, professional development, and local engagement for young professionals in the region. He also serves on the Poland Schools Foundation Board, where he contributes to strategic planning and advocates for enhanced educational opportunities for local students. His philanthropic efforts extend to his long-time support of the Movember Foundation, raising funds and awareness for men’s health and suicide prevention.

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A proud graduate of Poland Seminary High School, where he was valedictorian of the Class of 2015, Nick went on to earn his degree from Miami University, graduating summa cum laude with a 3.97 GPA. He holds a Bachelor’s in Software Engineering, a co-major in Business Analytics, and was honored as a 6-time President’s List recipient and 2-time “Top 10” award winner in the College of Engineering and Computing. His leadership development continued through his participation in the prestigious Lockheed Martin Leadership Institute, where he also earned a Mini MBA certificate.

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Nicholas Romeo exemplifies the spirit of the 25 Under 35 Award through his career pivot, strategic leadership, and deep community roots. His unique ability to bridge technology, finance, and service positions him as not only a high achiever, but a transformational leader helping to shape the future of the Mahoning Valley and beyond.

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