Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Nathan joined Merrill Lynch Wealth Management in 2019 after successful ventures in real estate and digital marketing. However, Nathan has had a passion for investment advisory since he was in college, which led him to pursue a career with Merrill Lynch Wealth Management helping clients build comprehensive wealth management plans for the future.
His background in real estate and entrepreneurship gives him a unique insight into the lives and needs of business owners, entrepreneurs, and privately-held family businesses. Yet Nathan’s service-oriented style allows him to work with each client, no matter their background, on a personal and comprehensive basis.
Nathan makes the same core commitments of differentiated service to each of his clients:
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.