Nathan Weddle,
CFP®, CWS® Senior Vice President, Investments Private Wealth AdvisorNathan has over 20 years of experience in the financial services industry. He began working as a financial advisor in 2007 with Morgan Keegan, and then joined Raymond James in 2012. He and his group specialize in all facets of wealth management, including estate planning, retirement and financial planning, insurance analysis, risk management and investment allocation, as well as strategies for high-net-worth corporate executives.
Nathan works alongside other professionals such as estate planning attorneys and CPAs to design, implement and review strategies to help clients pursue their financial goals and objectives.
He attained the CERTIFIED FINANCIAL PLANNER™ certification in 2013 and holds his Series 7 and 66 as well as Life, Health, and Long-Term Care licenses. In 2012, he was selected to be mentor as part of Raymond James’ Advisor Mentor Program for the local office. Nathan graduated from Butler University with a Bachelor of Science in finance in 1997. He also studied Chinese at Northwestern University, Chinese Language Department in Xian, China 1997-1999 and can speak conversational Mandarin.
Nathan has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
When not in the office, Nathan and his wife, Peggy, enjoy spending time with their two children, Simon and Alan, as well as traveling and practicing Taekwondo.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.
