Blake Plath
Senior Wealth Advisor | Estate & Generational Planning | Charitable Giving Strategies | Helping High-Net-Worth Families & Non-Profits Build Legacies
- Role
- Fvp, Sr Wealth Advisor at Security National Bank
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Blake Plath
I help high-net-worth individuals, families, and non-profit organizations turn complex financial decisions into clear, actionable strategies. As a Senior Wealth Advisor (FVP), my focus is on building lasting relationships rooted in trust, transparency, and education—because wealth management isn’t just about numbers, it’s about people and their legacies.I specialize in: • Comprehensive Wealth Management for high-net-worth families • Generational Estate Planning and dynasty trusts to preserve wealth across lifetimes • Charitable Giving Strategies for non-profits and philanthropists • Retirement Income Planning that provides confidence and security • Tax-Efficient Investment Strategies to maximize impactI simplify complexity. Whether it’s structuring estate plans, optimizing tax strategies, or guiding multi-generational wealth transfer, I combine technical expertise with a personal approach. My goal is to empower clients to make informed decisions that align with their values and aspirations.If you’re looking for a partner to help you create a lasting legacy—whether for your family or your organization—let’s connect. I welcome conversations with individuals and organizations seeking clarity and confidence in their financial future.
Experience
Fvp, Sr Wealth Advisor
Mar 2025 — Present · Omaha, NE, US
Education
University of Nebraska at Omaha
Bachelor of Business Administration (B.B.A.)
2006 — 2011
Skills
- Consulting
- Due Diligence
- Banking
- Financial Services
- Credit
- Finance
- Series 7
- Investment Strategies
- Business Development
- Management
- Financial Analysis
- Compliance
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