Jeff Nativi Email & Phone Number

I joined Enterprise Bank & Trust with more than 35 years experience in the institutional, custodial, fee-based asset management and advisory consulting industry. I've worked with hundreds of financial advisors in 6 states and offered them technology and investment management solutions that help them run a more efficient and valuable practice or advisory firm. I joined Enterprise Bank & Trust from SEI from Schwab Institutional where I served as a Business Development Officer and Regional Consultant for advisors transitioning their practice to an independent Registered Investment Advisory (RIA) Firm. I have helped and consulted over 500 advisors in reaching their ultimate goal of owning and operating their own independent RIA firm.My ultimate goal is to use my industry experience and expertise in helping clients in my community reach, achieve or maintain their personal financial dreams and goals here in Santa Fe and in "The Land of Enchantment".Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.Registered Address: 301 GRIFFIN ST., SANTA FE, NM 87501

Listed skills include Asset Management, Asset Allocation, Business Development, Etfs, and 2 others.

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  The University Of Texas At Austin

  Finance