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Nathan M

Series 63, Series 65

Mt Pleasant, SC

Merrill

Nathan Marsden is the Regional Managing Director for Merrill Private Wealth Management, a role he assumed in June 2023. He began his career with Merrill in 1993 as a financial advisor in Washington, DC, joining the firm immediately after completing his college education. In his current leadership position, he emphasizes the collaborative culture within Merrill Private Wealth Management, highlighting the team's ability to leverage the comprehensive resources of Bank of America and Merrill to support clients’ financial, life, and family goals. Mr. Marsden’s areas of focus include global wealth management, asset management, annuity and retirement plan distribution, enterprise business integration, and improving the performance and productivity of teams and businesses. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA), credentials that reflect his commitment to advanced education and expertise in wealth management. Additionally, he is a member of the professional organization Racquet Up Detroit.

Wealth management Annuities
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