Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

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Biography
Education & Other Highlights
Location(s)

Nathan Webel is a wealth management financial advisor based in Uniontown, OH.

Nathan joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives. He works closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Education

  • Bachelor of Business Administration degree in financial planning services and accounting from The University of Akron

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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