Nathan Green
Vice President, Private Banking Relationship Manager, Medical Specialty Group, CFP™, CPWA®
Office: 321-319-2007
Cell: 407-490-3811
nathan.green@firsthorizon.com
Experience
- Working in the financial services industry since 2003
- Currently focused on providing clients a comprehensive, goal-based strategy that is supported by a team of specialists, including but not limited to, Private Banking, Wealth Management, Trust and Family Office Services
Education
- Strayer University, BS
Professional Affiliations/Licenses
- FINRA Series 7, 6, 63 BrokerCheck
- State of Florida – Life, Health and Variable Annuities (2-15)
- CERTIFIED FINANCIAL PLANNER™
- Certified Private Wealth Advisor®
- Nationwide Mortgage Licensing System & Registry (NMLS) #1713031
Registered representative and agent, First Horizon Advisors, Inc.
Community Involvement
- Member, Financial Planning Association®
- Member, Investments & Wealth Institute®
- Volunteer, Junior Achievement
