Institutional Financial Services
 



James R. Nici
jnici@aristotleadvisors.net



Aristotle Advisors
1865 Veterans Park Drive
Suite 203
Naples, FL 34109
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239-449-6151
Fax: 877-646-0561

Aristotle Advisors, LLC - Experience the Difference

Aristotle Advisors, LLC was formed to expand the services offered to Nici Law Firm clients and to prospectively protect them from abuses within the financial services marketplace by becoming a part of a national movement of professional advisors with a mission to fundamentally change the way financial services are rendered.

The prospective protection of clients is the very essence of the practice of law. Yet, until now, law firms have had no effective way to prospectively protect their clients from abuses within the financial services marketplace, and have been largely limited to bringing arbitrations and civil actions to recover money, only after abuses have been suffered and losses incurred. This strange incongruity can now be remedied, and law firms can now offer their clients a unique, new service alternative and the prospective protection that our clients both need and want.

But, of perhaps more pressing concern, continuing scandals within the traditional financial services industry are causing clients to become increasingly fearful of having their lack of product and investment knowledge exploited, and they are now increasingly feeling in need of alternative advice in which they can trust - an alternative that Nici Law Firm has chosen to provide. And (perhaps most importantly) if asked, my clients themselves will typically state that they do not wish to be referred to some product salesperson but would much rather have me simply "handle it" for them.

We asked this question: If Nici Law Firm offers these extended, ancillary services, will clients use them? The appeal to clients is extremely strong and easy to understand:

Why would the client ever deal with a product salesperson again? We believe the answer is obvious - they wouldn't.

That is often why clients seek Nici Law Firm's help and advice to evaluate the recommendations of such product salespeople - to help them answer the questions:

Clients know that there are many hundreds, if not thousands, of entities within the traditional financial services industry that are trying to sell financial products to them and, within that industry, most believe that there are few they can trust.

Instead of leaving clients without effective help in this increasingly important area, Nici Law Firm can now offer them a safe, practical and potentially superior solution.
The Nici Law Firm has create a new financial consulting capability, which is named "Aristotle Advisors, LLC", Nici Law Firm can expand the "safety net" it provides its clients and, in so doing, Nici Law Firm can provide clients with a true alternative to a too often predatory and corrupt financial services marketplace - a place where clients can continue to safely place their trust.

We therefore would like to introduce Aristotle Advisors, LLC to you and ask for you to see for yourself how...Changing the Process, Changes the Results®.

About Nici Law Firm, P.L.
Nici Law Firm, P.L., specializes in the areas of estate planning, administration and taxation and was founded by James R. Nici, who has more than 25 years of experience in designing sophisticated estate plans for high net worth families and individuals. For more information, please visit: www.nicilawfirm.com.

James R. Nici
Mr. Nici, a "Top 100 Attorney" by Worth Magazine, a "2008, 2009 & 2010 Super Lawyer" and Gulfshore Life Magazine's FIVE STAR: Best in Client Satisfaction Wealth Manager for 2009, 2010 and 2011, is the sole developer of a soon to be patented process called The Strategic Estate Planning System®. The Strategic Estate Planning System is designed to assist clients in the complex process of organizing highly detailed estate plans by simplifying client's overall goals through a defined process, delivering not only the legal documents to support a complex plan, but a visual image of the estate plan as well.

Professional Activities
Board Certified in Wills, Trusts and Estates by the Florida Bar Association, Mr. Nici is a member of The Florida Bar Association's Real Property, Probate and Trust Law Section, as well as a member of the Collier County Bar Association. Mr. Nici is a frequent speaker to both professional and public groups on advanced estate and tax planning techniques, including the IRS' Final Generation Skipping-Transfer Tax Regulations.

Mr. Nici served as associate editor of the Florida Will and Trust Forms Manual, a two-volume manual published by The Florida Bar Association that assists practitioners with a wide variety of Florida and federal estate planning matters. The Florida Will and Trust Forms Manual holds the distinction of the best selling educational resource in Florida Bar history.

Community Service and Interests
A dedicated father of three, Mr. Nici has given back to the Southwest Florida community by serving on the board of directors of the Boys & Girls Club of Collier County, the Immokalee Foundation, and the Edison State College Foundation. Also, Mr. Nici is an avid supporter of the Boy Scouts of America, supporter and former board member of the Florida Trail Association and other outdoor related charitable organizations.

Education
LL.M. (Master of Laws in Taxation), University of Florida Levin College of Law, 1995
J.D. (Juris Doctorate), Stetson University College of Law, Cum Laude, 1993
B.A. (Bachelor of Arts), Tulane University, 1990

Licensing
Mr. Nici holds the following financial services licenses: Series 7 and 66 and Life Insurance and Variable Contracts




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