For more than 22 years, Nate Pendill has been guiding his clients – which include farm families, small business owners and retirees – through all kinds of market environments. He provides comprehensive wealth strategies to help them pursue their goals and collaborates with their certified public accountants and attorneys to bring cohesion to the essential financial matters in their lives.

His goal is to help bring the future they envision to fruition, whether it’s retiring comfortably (or early), paying for their children’s college educations or giving to their favorite charities. He finds great fulfillment in serving as his clients’ trusted advisor and being in a position to make a positive difference in their lives so they can focus on enjoying their interests and time with their loved ones.

As an Accredited Asset Management Specialist^TM, Nate is well-versed in investments, insurance, tax, retirement and estate planning issues. He adheres to high standards of personal integrity and professional conduct.

Nate joined Raymond James in July 2023, drawn by the firm’s core values of putting clients first and giving advisors the independence to do what’s best for the individuals and families they serve. He previously spent more than two decades at Edward Jones in Bloomington, where he began his financial services career in 2001. He holds Series 7 and Series 66 securities licenses and a bachelor’s degree in business marketing from Indiana University.

Born and raised in Bloomington, Nate still lives there today with his wife, Rebekah, and their daughters, Reese, Abigail and Brooklyn. He and his family love their farm, where they raise cattle, harvest hay and take care of their 4-H show pigs. The family attends the Westside Christian Church.

In his free time, Nate enjoys watching his girls participate in sports activities and events. He is also an avid hunter and fisherman who enjoys tournament bass fishing, hunting deer on his farm and bowhunting elk in Idaho.