4830 W Kennedy Blvd Suite 800
Tampa, FL 33609
Nate grew up and attended school in Hernando County Florida where he graduated with honors and finished his Associate of Art’s degree as part of a dual enrollment program while attending Weeki Wachee High school. Nate went on to complete his Bachelor of Applied Science in Supervision and Management (BAS-SM) with a focus in Organizational Administration at Paso-Hernando State College.
When asked why Nate began his financial services career, he said the answer was simple, “I have a burning desire to have a positive impact on as many people as possible throughout my lifetime. Our lives are like books, with every new chapter Nautilus Financial Group puts me in a unique position to help educate and guide clients. Helping them re-write their family’s story by following a plan that is uniquely tailored to them and their goals”.
Nate combines his experience in the financial markets and his unique ability to understand his clients' needs to assist them toward achieving financial stability.
Nate is heavily involved with his community and currently serves as Board Chair for the Hernando County Boys & Girls Club and is the head of their Resource Development Committee.
Nate holds the following licenses/ Certifications:
-FINRA Series 7
-FINRA Series 66
-02-15 Health & Life (Including Annuities & Variable Contracts) Insurance License.
Pasco-Hernando State College (2015-2019)
Affiliations & Memberships
Member of the Hernando County Chamber of Commerce
Assistant wrestling coach for Weeki Wachee High School
Board member for Hernando County Boys and Girls Club
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Financial Education
- Retirement Income Planning
- Business Owners
- Business Succession Planning
- Group Benefits
- Estate Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Student Loan Refinancing
Check the background of this investment professional on FINRA's BrokerCheckSee Nathaniel’s Licenses and Disclosures