Nathaniel Anthony

Nathaniel Anthony,

CPFA® Wealth Management Advisor

(937) 280-4977 Ext:3

Nathan Anthony is the newest member of the McGillivary & Ippisch Wealth Advisors team. He went to Cedarville University, playing soccer and majoring in Pre-Med Chemistry. He also attended Wright State University. He started out in the financial business in 2009 with JP Morgan Chase Bank, then moved to Wright-Patt Credit Union in 2011 before ultimately joining Raymond James in 2016. Nathan has his Series 7 and 66. He had a dual role with Raymond James as not only a financial advisor but also a technology education consultant and though he enjoyed both, he has since decided for the long term to focus solely on growing his advisory business. He is happy to be on board here at McGillivary & Ippisch to further that career path.

Outside of the office, Nathan is very focused on family. With his wife Carrie of ten years, they have five children ranging in ages from newborn to eight years old. They reside on a working farm in Yellow Springs and enjoy an active lifestyle of camping, hiking, skiing, and anything else they can do together outdoors. He is also a travel buff who has spent time in England, Canada, Mexico, and China as well as 28 states. His goal is to visit all 50 states by the time he is 50 years old!