Meet Nick Shoulta’s Financial Team
An experienced team, dedicated to your success.
Financial Advisor
Nick Shoulta, CFP®
As your CERTIFIED FINANCIAL PLANNER™, it is my responsibility to understand your strategic investment objectives and unique goals. I provide guidance to effectively implement, manage and execute the financial plan that we develop together. This includes proposals, research, answering investment questions, portfolio reviews, and trades.
Email: [email protected]
Client Relations Administrator (CRA)
Melanie Fortunato
I support your day-to-day servicing needs. I can assist you with a wide variety of requests, such as changes to your accounts, additional deposits, withdrawals, beneficiary and ownership changes, distributions, scheduling reviews, and relaying information to your financial advisor.
Email: [email protected]
Refer a friend to meet with Nick and join the Beacon Black & Gold Club!
Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Becoming an advocate for your referral’s financial well-being will mean so much to them.
Your referral is the biggest compliment you could give us. Once your referral meets, you’re in the club!
The Beacon Black & Gold Club is an exclusive group for our clients who support us through referrals. Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life.
Meet the rest of the Beacon family and learn more about Beacon Capital Management's core values.
The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families just like you achieve your ideal retirement, and we’re with you every step of the way.
Additional Client Resources
Refer A Friend
We value you as a client and believe your referrals are the utmost compliment to our firm.
Attend an Event
We offer a variety of events to help you reach your financial goals.
Access Accounts
Login to the Client Portal to view your accounts online.
Our Locations
615.224.9794
Franklin – Headquarters
751 Cool Springs Blvd.
Suite 106
Franklin, TN 37067
Murfreesboro – by appointment only
2615 Medical Center Parkway, Suite 1560
Regus Office Suite, Office 224
Murfreesboro, TN 37129
Hendersonville – by appointment only
Please enter through Tri-Star Tax & Business Solutions
131 Maple Row Blvd.
Suite B200
Hendersonville, TN 37075
Mt. Juliet – by appointment only
1550 N. Mt. Juliet Road
Suite 103
Mt. Juliet, TN 37122