Nicholas Pantle

Nicholas Pantle brings over a decade of comprehensive wealth management experience to Masso Torrence. He earned his bachelor's degrees from Rowan University and began his financial services career at UBS in 2013. He later transitioned to the UBS home office, where he focused on advanced financial planning strategies. Today, alongside his partners Chris and John, Nicholas delivers a highly collaborative client experience tailored to business owners, high-income professionals, specialty doctors and dentists, and retirees.

As Senior Vice President, Nicholas specializes in advanced planning, generational wealth transfer, 401(k) plan education, and navigating complex business sale transactions. He is also passionate about helping clients maximize their philanthropic impact through structured charitable giving.

Nicholas holds three recognized industry designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®), and Certified Plan Fiduciary Advisor® (CPFA®).

A dedicated community leader, Nicholas serves on the Board of Trustees for the Moorestown Community House, is a Past President of the Moorestown Lunch Rotary Club, and previously served on the YMCA Advisory Board. Outside the office, he enjoys golfing, fitness, spending time in LBI, and traveling. He lives locally with his wife Courtney, their children Jay and Maya, and their two dogs, Cody and Ruby (a special-needs rescue).