Nathan Wallace, Financial Advisor

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies

About Nathan

Throughout my life, helping others has been an important part of who I am. I chose a career in financial services so that I may have a greater opportunity to make a difference in the lives of families in my community. I joined Edward Jones in 2023 because their core values align with mine and through their infrastructure I may help others.

Prior to joining Edward Jones, I worked in the healthcare industry for six years. In all that time, my most enjoyable moments were helping others advance toward their personal or professional goals. Teamwork, partnership and giving back to the...

Education

  • Liberty UniversityMaster of Business Admin

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