Nathan Whitney

About Nathan Whitney

Proudly serving Financial Advisors in all 50 states. n•••••••@Wealthvest.com -(40••••••11 Securities offered through World Equity Group, Inc. WealthVest is neither owned nor controlled by World Equity Group, Inc. At the end of the day, my role as an Annuity Consultant is to make life easier for financial advisors and their clients by removing roadblocks and adding a new perspective to their practice, especially when it comes to helping their clients plan for retirement. My goal is to be the first person they call when they have questions or problems regardless of whether the conversation involves annuities or not. What this means for you is honest discussions centered around your practice as an advisor, as well as time spent understanding what makes your clients tick. When all is said and done, your success is my success, so let’s win together. Outside of teaming up with financial advisors, you can find me hiking, skiing, and making the most of my beautiful home in Bozeman, MT. When indoors, I’m an avid coffee enthusiast and am passionate about music composition and production (Ableton is my go-to DAW). I currently hold FINRA Series 6, 7, 63, and Life & Health insurance licenses.

Experience

1. Annuity Regional Director

   MassMutual

   Jun 2025 — Present

Education

• Montana State University-Bozeman

  Finance, General

  2017 — 2019