Nate Johnson is a native of Hampton Roads who joined Merrill Lynch Wealth Management in 2011. He is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists his clients with understanding a broad range of strategies—including investments, education planning, retirement income, and wealth transfer—that may be customized to their personal circumstances. In addition, Nate helps clients think through estate planning issues and tax minimization strategies and works closely with clients’ other professionals in those areas. He works hard to help clients optimize their resources so they can make the most of what they have.

In addition to his attention to investing, Nate can offer clients access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on t needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

Nate is a CERTIFIED FINANCIAL PLANNER^™, CFP^® professional; awarded by the Certified Financial Planner Board of Standards, Inc. Nate graduated from Virginia Tech with Bachelor’s degrees in Physics and Applied Mathematics (Economics area of application). He has also earned an M.B.A. from the College of William and Mary. Nate, his wife Jennifer and their two sons reside in Yorktown, Virginia.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.