Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
At just 32, Nick Lalonde, CFP® is redefining what it means to lead in the wealth management industry. As owner and wealth manager of Third Act Wealth Management, Lalonde challenges the status quo daily, focusing on four critical types of capital that drive businesses forward:
8150 N Central Expy Ste 1420, Dallas, TX 75206
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Nick@ThirdActWM.com
linkedin.com/in/thirdactwm
ThirdActWM.com
Nick Lalonde, CFP®
Owner and Wealth Manager
Third Act Wealth Management LLC
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Bio
Milestones
Profile
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Special Report
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Bio
Milestones
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2014–2016
2014–2016
2023–present
2024
2020–2023
Raymond James
2014–
2016
2016–2023: Edward Jones
2018–2022: Finished in the top 1% for growth at Edward Jones
2019: Featured in D CEO April issue
2016–
2023
2023: Finalist for ThinkAdvisor Luminaries Thought Leadership Award, Ascent Award Winner (LPL’s top 20%)
Third Act Wealth Management
2023–
present
Five-Star Wealth Manager
2024
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
info@exit59advisory.com
• Human Capital
• Structural Capital
• Social Capital
• Customer Capital
For Lalonde, it’s not just about managing wealth — it’s about creating meaningful client experiences, leveraging cutting-edge technology, and staying grounded in what matters most: people.
In college, he spent his summers interning with Southwestern Advantage, where he ran a small business selling books door to door, working 80-hour weeks throughout the country.
“One summer, I stayed with a host family in the state of Washington, and my host dad – who was beloved by the entire town – turned out to be a wealth manager,” he says. “During a conversation one evening, he pointed out that with my background in economics and passion for helping people, wealth management would be a natural fit for me. He couldn’t have been more right! That conversation sparked a journey that has led me to where I am today."
In 2014, Lalonde joined Raymond James/Southwestern Investment Group in Frisco, TX, as a financial planner, before moving to Edward Jones to build his own practice. In 2023, he founded Third Act Wealth Management in Dallas with a vision of raising the bar for the industry.
“My strongest quality is my persistent and intentional pursuit of growth,” explains Lalonde. “Early on, I learned that you’re either growing or you’re rotting, and that stuck with me. I’m constantly consuming new information — whether it’s books, podcasts, or conferences — to ensure Third Act Wealth Management and myself are consistently leveling up. This drive for knowledge ensures we stay sharp and positions our team to provide the highest level of service to our clients."
Being proactive is also hugely important to Lalonde, who insists the main reason people leave advisors is the lack of it. “That’s why we make it the foundation of everything we do — communication, self-growth, planning, and follow-up are non-negotiable pillars of our approach. We stay ahead of the curve so our clients can enjoy a sense of stability,” he says.
One of his most significant influences early on was working with a firm endorsed by Dave Ramsey.
“That association carried a lot of weight, but more importantly, I embraced Ramsey’s ethos of service — if you focus entirely on doing what’s right for your client, success will follow. Running an ethical and honest practice has built the foundation for long-term growth, and I’ve seen that come full circle in my career.”
Lalonde leverages his youth to his benefit.
“In the beginning, being 22 years old in this industry felt like a disadvantage. But I focused on what I could control — how I showed up for clients, continuously raising my level of expertise, and adding value whenever possible,” he says.
“Now, being 32 is my superpower. I’m nearly half the age of the average advisor, and while many are considering retirement and succession plans, I’m just getting started. Our clients seek us out because they know we’re in it for the long haul — we’re innovative, tech-savvy, and constantly improving.”
• Human Capital
• Structural Capital
• Social Capital
• Customer Capital
For Lalonde, it’s not just about managing wealth — it’s about creating meaningful client experiences, leveraging cutting-edge technology, and staying grounded in what matters most: people.
In college, he spent his summers interning with Southwestern Advantage, where he ran a small business selling books door to door, working 80-hour weeks throughout the country.
“One summer, I stayed with a host family in the state of Washington, and my host dad – who was beloved by the entire town – turned out to be a wealth manager,” he says. “During a conversation one evening, he pointed out that with my background in economics and passion for helping people, wealth management would be a natural fit for me. He couldn’t have been more right! That conversation sparked a journey that has led me to where I am today."
In 2014, Lalonde joined Raymond James/Southwestern Investment Group in Frisco, TX, as a financial planner, before moving to Edward Jones to build his own practice. In 2023, he founded Third Act Wealth Management in Dallas with a vision of raising the bar for the industry.
“My strongest quality is my relentless pursuit of growth,” explains Lalonde. “Early on, I learned that you’re either growing or you’re rotting, and that stuck with me. I’m constantly consuming new information – whether it’s books, podcasts, or conferences – to make sure I’m always leveling up. That hunger for knowledge keeps me sharp and able to serve my clients at the highest level.”
Being proactive is also hugely important to Lalonde, who insists the main reason people leave advisors is the lack of it.
“That’s why we make it the foundation of everything we do – communication, self-growth, planning, and follow-up are non-negotiable pillars of our approach. We stay ahead of the curve so our clients can enjoy a sense of stability,” he says.
One of the most significant influences early on was working with a firm endorsed by Dave Ramsey.
“That association carried a lot of weight, but more importantly, I embraced Ramsey’s ethos of service – if you focus entirely on doing what’s right for your client, success will follow. Running an ethical and honest practice has built the foundation for long-term growth, and I’ve seen that come full circle in my career.”
Lalonde leverages his youth to his benefit.
“In the beginning, being 22 years old in this industry felt like a disadvantage. But I focused on what I could control – how I showed up for clients, continuously raising my level of expertise, and adding value whenever possible,” he says.
“Now, being 32 is my superpower. I’m nearly half the age of the average advisor, and while many are considering retirement and succession plans, I’m just getting started. Our clients seek us out because they know we’re in it for the long haul – we’re innovative, tech-savvy, and constantly improving.”
• Human Capital
• Structural Capital
• Social Capital
• Customer Capital
For Lalonde, it’s not just about managing wealth — it’s about creating meaningful client experiences, leveraging cutting-edge technology, and staying grounded in what matters most: people.
In college, he spent his summers interning with Southwestern Advantage, where he ran a small business selling books door to door, working 80-hour weeks throughout the country.
“One summer, I stayed with a host family in the state of Washington, and my host dad – who was beloved by the entire town – turned out to be a wealth manager,” he says. “During a conversation one evening, he pointed out that with my background in economics and passion for helping people, wealth management would be a natural fit for me. He couldn’t have been more right! That conversation sparked a journey that has led me to where I am today."
In 2014, Lalonde joined Raymond James/Southwestern Investment Group in Frisco, TX, as a financial planner, before moving to Edward Jones to build his own practice. In 2023, he founded Third Act Wealth Management in Dallas with a vision of raising the bar for the industry.
“My strongest quality is my relentless pursuit of growth,” explains Lalonde. “Early on, I learned that you’re either growing or you’re rotting, and that stuck with me. I’m constantly consuming new information – whether it’s books, podcasts, or conferences – to make sure I’m always leveling up. That hunger for knowledge keeps me sharp and able to serve my clients at the highest level.”
Being proactive is also hugely important to Lalonde, who insists the main reason people leave advisors is the lack of it.
“That’s why we make it the foundation of everything we do – communication, self-growth, planning, and follow-up are non-negotiable pillars of our approach. We stay ahead of the curve so our clients can enjoy a sense of stability,” he says.
One of the most significant influences early on was working with a firm endorsed by Dave Ramsey.
“That association carried a lot of weight, but more importantly, I embraced Ramsey’s ethos of service – if you focus entirely on doing what’s right for your client, success will follow. Running an ethical and honest practice has built the foundation for long-term growth, and I’ve seen that come full circle in my career.”
Lalonde leverages his youth to his benefit.
“In the beginning, being 22 years old in this industry felt like a disadvantage. But I focused on what I could control – how I showed up for clients, continuously raising my level of expertise, and adding value whenever possible,” he says.
“Now, being 32 is my superpower. I’m nearly half the age of the average advisor, and while many are considering retirement and succession plans, I’m just getting started. Our clients seek us out because they know we’re in it for the long haul – we’re innovative, tech-savvy, and constantly improving.”