portrait of Nate Novotny

About Nate

Our financial health determines so much of our life's trajectory, and it is an honor to help my clients organize, plan, protect and transfer their wealth. I have advised clients during many different life stages, complex investment situations and ever-changing market conditions. While I may deal in numbers, researching investments and developing financial strategies, what I’m really passionate about is people. Even in today's high-tech world, people need human interaction and machines can't do what humans can – and that is to care, to empathize and to be there in times of great joy and great concern.

I chose Edward Jones...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Sustainability
  • Personal Fitness
  • Hunting
  • Coaching Sports

Team Members

  • Ricky Reyna
    Branch Office Administrator
  • Marianne Bivens
    Sr. Branch Office Administrator
  • Heather Fischer
    Sr. Branch Office Administrator
  • Tracey Hammons
    Branch Office Administrator
  • Amy Duvall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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