2 months ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
- With CAPTRUST Since 2019
- 330.896.6250
-
1640 Corporate Woods Cr
Uniontown, OH 44685
Nathan Webel, CFP®
Financial Advisor,
Wealth Client Service
- Sharon Center, OH
- The Bible & The Catcher in the Rye | The Notebook
- The Apostle Paul, James Edward Oglethorpe, and Kirby Smart
- Attack the day
Financial Advisors
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™
News & Resources
Wealth Management
Resources
3 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
3 months ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
3 months ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
