Nathan is the Regional Manager for GWM USA LLC based in Miami, Florida. He has worked in financial services for over 16 years, and has extensive knowledge and expertise in holistic financial planning.
Nathan is a member of the Personal Finance Society and the Chartered Institute for Securities and Investment which allows him to use the accreditation ACSI.
After graduating from The University of Wales Glamorgan, Nathan has worked for large international financial service companies in Cardiff, London, Frankfurt, Hamburg, Zurich, New York and Miami. He has built a strong reputation for the highest levels of client service, together with experience in financial planning.
Nathan Joined GWM in June of 2017 where he opened and established the groups expansion into the US market based out of Miami, Florida. Here the focus will be on bringing GWM’s high levels of customer service and financial expertise to the US market, helping expatriates and local residents with all their financial planning needs. Including the very niche area of dealing with UK pensions whilst resident in the US.