Senior Client Service Associate
Nathan joined Campbell Wealth Management as a Senior Client Service Associate in September 2022. He came to the NOVA area in 2007 from Pennsylvania to attend Marymount University where he earned his Bachelor of Business degree in Finance and then went on to earn a Master’s of Science in Finance degree from American University. He comes to Campbell Wealth with almost 5 years of experience in the financial services industry. Nathan holds a series 7 and 63 license, and is currently pursuing his series 65 and CERTIFIED FINANCIAL PLANNER™ designation.
In his role, Nathan is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. He looks forward to providing an outstanding experience for our clients.
In his free time, Nathan enjoys spending time with friends and family, trips to the dog park with his family Bernedoodle, Charlie. He also enjoys spending time outside at one of the many sports fields in DC or NOVA playing soccer, football, softball or Aussie Rules Footy.