Nathan Galliart
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Geneva, IL, US
- LinkedIn followers
- 500 followers
About Nathan Galliart
I have been helping clients in the financial services industry for 16 years and absolutely love what I do. Helping individuals with their long-term financial goals has always been fun and exciting, and I have a deep compassion for the clients I serve. Since I was little, I always had a passion for investing, saving and helping others. I believe the most important step any individual should take is to have a plan in place. I help clients build their own customized strategies based on their goals to help ensure their long-term financial security and instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Feb 2020 — Present · Chicago, IL, US
Greater Chicago Area
Education
Iowa State University - College of Business
Bachelors
2004 — 2008
CIMBA
Finance
2006 — 2006
Skills
- Insurance
- Finance
- Financial Services
- Fixed Annuities
- Life Insurance
- Disability Insurance
- Retirement Planning
- Long Term Care Insurance
- Term Life Insurance
- Iras
- Long-Term Care
- Retirement
- Property & Casualty Insurance
- Strategic Financial Planning
- Whole Life
- Investments
- Commercial Insurance
- Health Insurance
- Underwriting
- Estate Planning
- Customer Service
- Key Person Insurance
- Financial Planners
- Sales
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