Nathanial Wilk
Senior Financial Advisor
Nate has been part of the financial services industry since 2014 and joined Merrill in 2018.
Nate is a Financial Advisor with Massey, Belville, Samuels & Associates at Merrill Lynch Wealth Management. Nate focuses on working with business owners and executives to grow and preserve their personal wealth. Prior to joining Merrill, Nate worked at Goldman Sachs in their investment fund accounting department, and Ernst & Young as a senior auditor serving banking and asset management clients.
He holds an active Texas Certified Public Accountant (CPA) license but originally obtained his CPA license in Minnesota. Nate graduated from the University of Wisconsin at Madison with a Bachelor of Arts in Spanish and earned his Master in Accountancy at North Dakota State University.
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As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
