Senior Financial Advisor@ Merrill Lynch
Chicago, Illinois, United States
Nate Pierce
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Grinnell College
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FlashIntel GPTNate Pierce is a highly experienced financial advisor with 11.8 years of work experience. Based in Chicago, Illinois, he specializes in financial guidance, wealth and legacy planning, estate planning services, and wealth transfer. Nate's expertise also extends to retirement and career transition planning, as well as investment portfolo construction. He is dedicated to helping clients understand the big and small factors that go into achieving optimal results. Nate's work experience includes serving as a Senior Financial Advisor at Merrill Lynch, where he provided legal, tax, and accounting advice.
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Managing personal finances can be complex. Whether it be planning for retirement, managing investment risk and return, helping to ensure estates are properly structured, or paying less in taxes, Nate helps his clients understand the big and small factors that go into achieving optimal results so that they can make the right decisions and manage their wealth with confidence. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
...See MoreWork Experience
Senior Financial Advisor
Financial Services
Nate Pierce's Professional Milestones
- Senior Financial Advisor (2011-12-01~): Provided expert investment advice and strategic recommendations for clients, maximizing their financial performance.
Education
Bachelors
2006-2010Skill
Financial Guidance
Wealth And Legacy Planning
Estate Planning Services And Wealth Transfer
Retirement And Career Transition Planning
Investment Portfolo Construction
Risk Management Strategies
Business Owner Planning
Business Exit Planning
Business Succession Planning
Certification
Colleagues
Patrick Jarin
Business Owner | Financial Advisor
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Alan Shimizu
Owner
Other Named Nate Pierce
Frequently asked questions
We found 1 Nate Pierce's phone numbers
Nate Pierce's social media include: Linkedin,
Nate Pierce works for Merrill Lynch
Nate Pierce's role in Merrill Lynch is Senior Financial Advisor
Nate Pierce works in the industry of Financial Services
Nate Pierce's colleagues are Patrick Jarin,Christine Thibault,Robert Alton
Nate Pierce's latest job experience is Senior Financial Advisor at Merrill Lynch
Nate Pierce's latest education in Grinnell College
