Nate Brown

Nate Brown Email and Phone Number

Financial Advisor & Life Insurance Agent, Owner of SB Financial Group @ SB Financial Group
morrisville, north carolina, united states
Nate Brown's Location
Morrisville, North Carolina, United States, United States
Nate Brown's Contact Details

Nate Brown work email

Nate Brown personal email

About Nate Brown

As an independent financial advisor and life insurance agent, I build comprehensive financial plans to help families and businesses achieve their goals, including retirement, college education and tax efficient estate transfer.I specifically enjoy building plans for couples between 45-65 years old, who know they will need answers to their financial questions for the next 30 years and are looking to establish a relationship with an adviser in their 40's. Many baby boomers are still taking care of their parents in their 80's and 90's, and know they personally need answers to these questions for 30 more years and want their adviser to still be working throughout their retirement. I also enjoy helping new families - specifically young couples just getting married, getting ready to have children, or who have small children already. Both individuals typically work 40 hours a week and understand the importance of financial planning, but have not yet devoted the time to creating a plan.My love of connecting people and helping others is the basis for everything I do. I am always willing to find time in my busy schedule to meet new people and find ways that I can help them grow their business and network. My wife, daughters, and I currently live in Apex.Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Nate Brown's Current Company Details
SB Financial Group

Sb Financial Group

View
Financial Advisor & Life Insurance Agent, Owner of SB Financial Group
morrisville, north carolina, united states
Website:
sbfgnc.com
Employees:
4
Nate Brown Work Experience Details
  • Sb Financial Group
    Owner, Financial Advisor
    Sb Financial Group May 2012 - Present
    2000 Aerial Center Parkway #108, Morrisville, Nc 27560
    Strategic financial consulting, including values-based analysis.Develop financial plans for clients, helping them plan for children's college, their retirement, and emergencies.
  • Sb Financial Group
    Financial Advisor And Life Insurance Agent, Owner
    Sb Financial Group 2012 - Present
    I specifically enjoy building plans for couples between 45-65 years old, who know they will need answers to their financial questions for the next 30 years and are looking to establish a relationship with an adviser in their 30's. The reason this is so important is many baby boomers are still taking care of their parents in their 80's and 90's, and know they personally need answers to these questions for 30 more years and want their adviser to still be working throughout their retirement.
  • Epicrealm Productions
    Business Development Manager
    Epicrealm Productions Jan 2012 - Apr 2012
    Cary Nc
  • Triangle Universities Nuclear Lab
    Post Doctoral Research Associate
    Triangle Universities Nuclear Lab Jan 2009 - Dec 2010
    Post-Doc at Triangle Universities Nuclear Lab.Research Associate at multiple labs gaining an overview of the problem-solving process.

Nate Brown Skills

Financial Analysis Networking Connecting People Financial Modeling Analysis Strategic Financial Planning Strategy Financial Services Entrepreneurship Start Ups Business Development Project Management Program Management New Business Development Leadership Team Building Management Management Consulting Team Leadership Microsoft Office Research Project Planning Statistics Business Strategy Marketing Data Analysis Strategic Planning Strategic Thinking Strategic Partnerships Market Research Business Planning Succession Planning Life Insurance Disability Insurance Term Life Insurance Variable Annuities Fixed Annuities Mutual Funds

Nate Brown Education Details

Frequently Asked Questions about Nate Brown

What company does Nate Brown work for?

Nate Brown works for Sb Financial Group

What is Nate Brown's role at the current company?

Nate Brown's current role is Financial Advisor & Life Insurance Agent, Owner of SB Financial Group.

What is Nate Brown's email address?

Nate Brown's email address is ar****@****ail.com

What schools did Nate Brown attend?

Nate Brown attended Georgia Institute Of Technology, Georgia Institute Of Technology, Clarkson University.

What skills is Nate Brown known for?

Nate Brown has skills like Financial Analysis, Networking, Connecting People, Financial Modeling, Analysis, Strategic Financial Planning, Strategy, Financial Services, Entrepreneurship, Start Ups, Business Development, Project Management.

Who are Nate Brown's colleagues?

Nate Brown's colleagues are Abo Bhungu, Mercedes Labbe, Nicola Herbowy.

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