1 day ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
- 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 Green, 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
In the Community
1 day ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Announcements
2 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
