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 ASCI.
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 expertise 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.
All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
GWM USA LLC is part of the GWM Group, for all Group regulatory details please visit our regulations page. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.