Wealth Management of Raymond James
Nathan is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Nathan works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions.
native of Mesquite, Nevada, Nathan graduated from BYU-Idaho with a bachelor’s
degree in business finance. When not working, Nathan enjoys hiking, skiing,
wake surfing, playing basketball and tennis, and spending time with his wife
and son. He joined Raymond James in 2021.
- Alternative Investments
- Banking & Lending Solutions
- Corporate Retirement Plan Consulting
- Education Planning
- Estate Charitable Giving & Trust
- Financial Planning
- Institutional Consulting
- Investment Strategies
- Longevity Planning
- Retirement Planning