Nate Johnson
,
Managing Director, Wealth Management Advisor
999 Waterside Drive
Norfolk, VA 23510
757.446.4064
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

Recognition
Forbes "America's Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
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About Merrill

Bringing fresh perspectives to your financial life

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
David Johnson is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.