Nathan Stagg
Vice President, Client Relationship Manager | Series 7 & 66 | USU B.S in Economics
- Role
- Vice President, Client Relationship Manager at Lido Advisors
- Location
- Layton, UT, US
- LinkedIn followers
- 500 followers
About Nathan Stagg
I serve as a Wealth Manager at Lido Advisors where I support senior advisors with portfolio reviews, financial planning work, and the analysis of private and alternative investments. My role focuses on preparing clear reports, organizing complex information, and coordinating with internal teams so advisors can deliver a smooth and accurate experience for the families we serve. This work has helped me build a strong technical foundation as I continue developing toward managing client relationships in the future.I earned a Bachelor of Science in Economics from Utah State University and hold the Series 7 and Series 66 licenses along with the SIE. I am actively pursuing the Chartered Financial Consultant designation and will complete the CFP pathway after finishing the coursework. My long term goal is to continue growing into a senior wealth management role where I combine technical knowledge with strong communication and relationship skills.I enjoy improving systems, building efficient processes, and creating dependable tools that make our work more accurate and organized. Outside of work I enjoy grilling, spending time outdoors, and being with my wife.
Experience
Vice President, Client Relationship Manager
Jan 2026 — Present · Cottonwood Heights, UT, US
Education
Utah State University - Jon M. Huntsman School of Business
Bachelor of Science - BS, Economics
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