Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
999 Waterside Drive
Norfolk, VA 23510-3306
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Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “America’s Top Next-Generation Wealth Advisors” 2018
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Nate Johnson is a native of Hampton Roads who joined Merrill Lynch Wealth Management 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.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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
Forbes "Best-in-State Next Generation Wealth Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.