Nate Dodds
Financial Advisor at Dodds Wealth Advisors
- Role
- Financial Advisor at Dodds Wealth Advisors
- Location
- Bellefontaine, OH, US
- LinkedIn followers
- 500 followers
About Nate Dodds
I have a passion for helping people achieve their financial goals. My passion stems from…
Experience
Financial Advisor
May 2014 — Present
Helping people reach their retirement and financial goals!Providing Assistance In-Retirement analysis & planning-IRA\'s, 401(k)s, & TSA-Mutual Funds & Annuities-Lump Sum Distributions & Rollovers-Tax Deferred & Tax Free Investments -College Education Planning-Life Insurance & Long Term CareDisclaimerMoney Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 19••••10 Money Concepts International Inc. Dodds Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp.
Education
Bellefontaine High School
Diploma
2006 — 2010
Mount Vernon Nazarene University
Bachelor of Science (BS), Management, Minor in Marketing
2010 — 2014
Skills
- Finance
- Public Speaking
- Banking
- Customer Service
- Outlook
- Investment Advisory
- Project Management
- Retirement Planning
- Windows
- Marketing
- English
- Financial Planning
- Teaching
- Microsoft Office
- Microsoft Word
- Leadership
- Powerpoint
- Microsoft Excel
- Research
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