Troy NunesManaging Director

Education & Accreditation

NFLPA Registered Player Financial Advisor

B.S. in Marketing, Economics & Finance, Syracuse University

 

Biography

Troy Nunes had dedicated the entirety of his career to working with and for professional athletes. A collegiate athlete himself, today he works from Socius’s Pennsylvania office, specializing in working with clients from the world of sports. Extremely client-driven, he spends the greater part of his days interacting with the firm’s clientele—a privilege he credits to his tremendous support staff, who allow him to focus his time and effort on clients.

Executive Vice President at Socius since 2012, Troy previously worked as an advisor at A.G. Edwards & Son, which was later acquired by Wachovia Securities / Wells Fargo Advisors. Born and raised just north of Pittsburgh, he currently lives about 15 miles from his childhood home with his wife, son, and three daughters. In his free time, Troy enjoys golfing, fly fishing, and relaxing with his family.

 

What inspired you to join Socius?

The people here are amazing, but truly, it was the fact that the team is so focused on the “why” of what we do: genuinely helping people manage their financial lives with peace of mind. I came from a huge wirehouse firm that was much more focused on the “how” and the “what”—it’s so refreshing to find a team that really cares about the clients.

What do you love most about being at Socius?

Our team and our relationships with clients. Our clients understand that they’re getting a team of partners in their journey—that’s what drives our business, and that’s what I love most about being here.

What’s the most gratifying part of your job?

Allowing my clients the freedom to enjoy life, knowing that their financial house is in order and actively taken care of. That’s a tremendous burden we’re alleviating, and I take a great sense of pride in being part of that solution.

What’s the biggest challenge most people face when it comes to their wealth?

To be honest, it’s the ever-growing array of financial products and services—it’s a lot to make sense of, and most wealthy people don’t have the time it takes. Simplifying all these aspects for clients and helping them understand it all is a major part of what we do here.

What are you most proud of in your professional life?

I’m proud of being a Managing Director for a company that makes such a profound difference in our clients’ lives on a daily basis. It took—and continues to take—a lot of hard work, perseverance, and heart.

What are your guilty pleasures?

I’d have to say hot wings. I haven’t tried to, but I’m almost certain I could eat them everyday for the rest of my life and never get over them.