portrait of Nate Stemm
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Nate

My experience with Edward Jones started back in 1989 when my parents took me to their financial advisor's office for an annual review. I was amazed at the time and attention he gave me, as I was just 6 years old. Through the years, the meetings continued, and my interest grew, eventually leading me to my career with Edward Jones in 2007.

Within our office, myself and my two senior branch office administrators, Dianne and Karen, have developed and refined a process to put all of the pieces of our clients' financial puzzles together and help them navigate through all...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Miami University OxfordBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Cooking
  • Health & Nutrition
  • Coaching Sports

Team Members

  • Dianne Clark
    Sr. Branch Office Administrator
    FPQP®
  • Karen Troxel
    Sr. Branch Office Administrator
    FPQP®

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