Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
999 WATERSIDE DRIVE
NORFOLK, VA 23510-3306
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Nate Johnson is a native of Hampton Roads who joined Merrill Lynch in 2011. He is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists his clients with understanding a broad range of strategies—including investments, education planning, retirement income, and wealth transfer—that may be customized to their personal circumstances. In addition, Nate helps clients think through estate planning issues and tax minimization strategies and works closely with clients’ other professionals in those areas. He works hard to help clients optimize their resources so they can make the most of what they have.
In addition to his attention to investing, Nate can offer clients access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on t needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Nate is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional; awarded by the Certified Financial Planner Board of Standards, Inc. Nate graduated from Virginia Tech with Bachelor’s degrees in Physics and Applied Mathematics (Economics area of application). He has also earned an M.B.A. from the College of William and Mary. Nate, his wife Jennifer and their two sons reside in Yorktown, Virginia.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
College of William & Mary
Virginia Polytechnic Institute & State University
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.