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Nathan Green - Music, Sports and Entertainment - Orlando, FL

Nathan Green

Vice President, Private Banking Relationship Manager, Medical Specialty Group, CFP™, CPWA®

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