Nathan Chapman
- Role
- Managing Director Senior Wealth Advisor at Truist Wealth
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Nathan Chapman
As a Wealth Advisor, I listen diligently to my clients and engage them through a…
Experience
Managing Director Senior Wealth Advisor
Jan 2019 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Baylor University - Hankamer School of Business
BBA, Finance, Entrepreneurship
1994 — 1999
SMU Cox School of Business
MBA, Finance, Strategy
2001 — 2004
Skills
- Investments
- Lbo
- Asset Management
- Financial Analysis
- Equities
- Portfolio Management
- Financial Wealth Management
- Private Equity
- Wealth Preservation
- Entrepreneurship
- Trusted Advisor
- Investment Banking
- Customer Service
- Wealth Accumulation
- Capital Markets
- Wealth Forecasting
- Financial Advisory
- Mutual Funds
- Valuation
- Wealth Management Services
- Residential Mortgages
- Private Banking
- Financial Modeling
- Business
- Private Wealth Management
- Financial Services
- Selling a Business
- Research
- Fixed Income
- Alternative Investments
- Forecasting
- Finance
- Retirement Planning
- Financial Markets
- Leveraged Finance
- Credit
- Strategic Financial Planning
- Hedge Funds
- Wealth
- Wealth Transfer
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