Robert N.

Robert N. Email and Phone Number

Financial Advisor with 36 years of experience | I help people build wealth & find risk in their investments @ Nash & Associates
Robert N.'s Location
Venice, Florida, United States, United States
About Robert N.

Robert Nash is President and Financial Advisor at Nash & Associates, a Financial Advisor and Investment Management firm, with offices in Indianapolis, IN & Venice, FL.With over 36 years of experience, his firm helps professionals and business owners with financial advisory services. Each financial and investment plan is grounded in the client's specific goals, risk tolerance, and desires. Robert meticulously assesses the needs of every client, understanding their tolerance for risk, evaluating their current situation, and developing a financial plan to minimize the risk of not meeting those goals.Nash & Associates uses Riskalyze Technology and Nobel Prize Winning Science to engineer and manage client portfolios. This aligns investments with risk tolerance and increases the probability of meeting retirement income goals.Nash & Associates Services:-Investment Management-Pre-Retirement Planning-Retirement Planning-Retirement Income Mapping -Financial Planning-401(k) allocation planning -Investment Planning & Management-Asset Allocation & Asset Management-Retirement Plan Investment Management

Robert N.'s Current Company Details
Nash & Associates

Nash & Associates

View
Financial Advisor with 36 years of experience | I help people build wealth & find risk in their investments
Robert N. Work Experience Details
  • Nash & Associates
    Chief Executive Officer
    Nash & Associates Mar 2009 - Present
    101 W. Venice Ave. #26 Venice, Fl 34285
    Nash & Associates is a financial advisor & investment management firm specializing in all facets of investment advice, from asset allocation to estate planning.Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Nash & Associates are not affiliated.
    View
  • Morgan Stanley Smith Barney
    Senior Vice President And Financial Advisor
    Morgan Stanley Smith Barney Oct 1989 - Mar 2009
    Indianapolis, Indiana Area
    Financial Consultant, 2nd VP, 1st VP, Sr. VP.Financial Advisor, Investment Management, Financial Planning to individuals helping them reach their investment and retirement goals
    View
  • Merrill Lynch
    Financial Consultant And Financial Advisor
    Merrill Lynch May 1987 - Oct 1989
    Indianapolis, Indiana
    Started in the mail room and worked my way up the ladder. Financial Consultant, investment management, and financial advisor helping individuals meet their investment and retirement goals.
    View

Robert N. Education Details

Frequently Asked Questions about Robert N.

What company does Robert N. work for?

Robert N. works for Nash & Associates

What is Robert N.'s role at the current company?

Robert N.'s current role is Financial Advisor with 36 years of experience | I help people build wealth & find risk in their investments.

What schools did Robert N. attend?

Robert N. attended Indiana University Bloomington.

Not the Robert N. you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.