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William R. Nicholson - WRN Financial

William R. Nicholson - WRN Financial

4417 Beach Boulevard
Suite 302

Jacksonville, Florida 32207

Phone(904) 354-9600


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Expert WitnessLitigation SupportSpeaker
William R. Nicholson has over 35 years of commercial, mortgage and investment banking experience. Prior to joining Heritage Capital Group, Mr. Nicholson worked with BSE Management, a private equity firm focused on acquiring failed banks. In this role, he managed the due diligence and bank target processes. At Heritage, Mr. Nicholson concentrates on M&A advisory assignments, commercial real estate, capital raising, debt placement and litigation support. He has worked with clients on derivative disputes, loan pricing issues, matters related to foreclosures, lender liability, director and officer governance and environmental.


Mr. Nicholson offers the following services: strategic consulting, litigation support, and executive search.

Areas of Expertise

Additional Expertise:

Criminal Bank Fraud; Directors & Officers Liability; Construction Loans.

Consulting Practice

All States

Professional Experience

Loan Committee
Loan Administration and Policy


Licensed Real Estate Broker, Florida (1999)
Series 7-Registered Representative, FINRA (2000)
Series 24-General Securities Principal, FINRA (2000)
Series 63-Uniform Securities Agent, FINRA (2000)
Series 79 – Limited Representative – Investment Banking, FINRA (2009)

Legal Experience & Services

Mr. Nicholson is qualified as an expert witness in Federal and State court. He serves both plaintiff and defense lawyers.


University of North Carolina
Master of Business Administration – Finance/ Real Estate
One of two in the graduating class of 110 recommended for the Ph.D. track.

Wesleyan University
B.A. – Political Science

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