Nate is a Wealth Advisor with McGlone Suttner Wealth Management. He is a Registered Investment Advisor Representative and is currently working toward his Certified Financial Planner™ designation.
Originally from the United Kingdom, Nate moved to the United States to pursue his education and collegiate athletics. He graduated Magna Cum Laude from Canisius University with a Bachelor of Science in Business. His experience as a student-athlete helped shape his disciplined, team-oriented approach and continues to influence how he works with clients today.
Nate began his career in financial services as a Personal Banker at KeyBank, where he focused on building meaningful client relationships and helping individuals make confident financial decisions. After a year of strong performance, he was selected for KeyBank’s Leadership Excellence Acceleration Program (LEAP), where he expanded his knowledge of financial planning and wealth management. He later obtained his investment licenses and gained experience working alongside advisors to support clients in developing long-term strategies.
At McGlone Suttner Wealth Management, Nate works closely with clients to develop thoughtful, personalized financial plans. He believes that understanding each client’s goals and values is key to providing clarity and confidence, and he is committed to building long-term relationships centered on trust, integrity, and service.
Outside of work, Nate enjoys playing basketball, working out, and spending time outdoors.