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your financial professional

Nilay Patel

Financial Advisor

Investment Registered Representative

10+

Years of Experience

This number represents experience as a financial professional within the financial services industry.

Get to know

In 2014, Nilay Patel began his financial services career with First Investors, which is now known as Foresters Financial. He started out building a business by doing seminars for baby boomers by showing them a savvy way to build a retirement income stream incorporated with social security. Nilay enjoys helping others accomplish their financial goals and be able to find comfort in their golden years knowing that it’s possible to get there with a plan in place. By joining Fortis Lux, Nilay is excited to continue to formulate the financial goals and objectives of his clients and their families to the best of his ability.

Nilay’s passion remains the same regarding the service he provides to his clients. His goal is to leverage the tools available at Fortis Lux while using a holistic planning approach to enhance the client experience throughout their financial journey.

Nilay enjoys coaching a youth baseball travel team during the summers and traveling with his wife Carli exploring new places.

Nilay graduated from St. John's University with a Bachelor of Science in Finance. He resides in Rockland County NY with his wife Carli.

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Let’s connect to discuss your priorities.

Contact Nilay

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