Nate Handlin has accumulated knowledge and perspective along his 13 plus year career helping clients accomplish their financial goals. As your life and your needs as an investor mature, Nate will be with you every step of the way offering sound advice and customized financial solutions that are designed specifically for you and for your specific needs.
Nate endeavors to create a long-term meaningful relationship with a select group of clients, to provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your realistic expectations for return, your tolerance for risk, and performance of your portfolio.
Based on what Nate learns about you and your goals, he designs a customized investment portfolio made solely with your best interest in mind and he takes the time to explain his recommendations. When you are comfortable with your new plan and understand how it works, Nate then puts your plan into action and monitors its performance and risks in an ever-changing market.
Nate began his career with Edward Jones in 2010. Nate now provides strategic financial advice and more through LPL Financial.
When away from the office, Nate enjoys being with his family. He is married to his wife Shannon, and they have one child, Ethan. They enjoy spending time with their 3 fur babies, Harper, Ella, and Bailey. They also enjoy traveling, dining out, movies, home projects, and being on the water.
Nate loves calling Florida as home and feels that it is a privilege to serve his community.
Whether you are planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, he can work with you to develop specific strategies to help you achieve your goals. Throughout it all, he provides you top-notch client service.