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Nathan Philbrook, Financial Advisor

FINANCIAL ADVISOR
Nathan M Philbrook

CEPA®, ABFP™, AAMS™
329 Earnie Ln, Holly Springs, NC 27540opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans

About Nathan

Thank you for taking the time to learn more about me and the collaborative relationships I strive to build with my clients.

I’ve been part of the Edward Jones family since 2018. In addition to holding crucial securities registrations such as Series 7, Series 66, and life and health insurance licenses, I’ve expanded my knowledge by earning three advanced professional designations: Certified Exit Planning Advisor®, or CEPA®, Accredited Behavioral Finance Professional™, or ABFP™, and Accredited Asset Management Specialist™, or AAMS™. I invest in my knowledge so I can have a positive impact on your whole financial picture.

Originating from Maine, I graduated...

Work History

  • Edward JonesJune 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Thomas CollegeBachelors

Personal Interests

  • Movies & Entertainment
  • Pickleball
  • Baseball
  • Football
  • Fishing

Team Members

  • Emily Hollyday
    Branch Office Administrator
  • Brandi Miller
    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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 557-6629

Fax

(888) 812-7392

Office Address

329 Earnie Ln
Holly Springs, NC 27540opens in a new window

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