Nate Anglin

Nate plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and service associates. He manages a wide array of duties, including professional development planning, standardizing best practices, and onboarding/upskilling for new team members. Personable and detail-oriented, Nate strives to ensure all internal operations run smoothly and remain in compliance across the branch. He is committed to making sure every advisor and service associate is in alignment on expectations and equipped to consistently deliver outstanding experiences and outcomes for all of our clients.

Before joining our team in April of 2024, Nate was a Non-Qualified Participant Services Manager and an Onboarding Team Lead at Fidelity Investments. He earned a bachelor’s degree in Sociology from Appalachian State University.

Originally from Durham, NC, Nate lives in Raleigh with his wife, Veena, and two sons, Freddie and Bernie. In his free time, Nate enjoys home improvement projects, cooking, and farmers markets.