Littleton, CO Office

Team
Updated today

Client AUM

$4,599,346,072

Clients

5,525

Advisors

4

Of 89 advisors across 33 offices

Location

5656 S Sycamore St

Littleton CO 80120

Advisors at this office

4

Advisors at this office

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Robert W

Series 63

Littleton, CO

Nations Financial Group, Inc.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc. in Littleton, CO, holding a Series 63 designation and 28 years of industry experience. Prior to joining Nations Financial Group in 2020, he worked at Wells Fargo Advisors from 2013 to 2020. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach combines proprietary model portfolios with options to select outside managers, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Matthew M

Series 66

Littleton, CO

Nations Financial Group, Inc.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Michael C

Series 66

Littleton, CO

Nations Financial Group, Inc.

Michael Cover is a financial advisor at Nations Financial Group, Inc. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has worked at Highland Meadows Golf Course. Nations Financial Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm offers a range of portfolio management options, including in-house model portfolios and third-party manager programs, using various investment strategies tailored to different risk profiles.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
user avatar

Seward L

Series 63, Series 65

Littleton, CO

Nations Financial Group, Inc.

Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
View complete list of advisors at this office
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