Director of Financial Planning/Senior Wealth Advisor
Nathan Corroy is the Director of Financial Planning at Richardson. Nathan has over 12 years of experience in the financial services industry with a successful history of providing well-reasoned financial advice to clients. His breadth of experience and knowledge provides each client with straightforward solutions to complex personal financial matters.
Nathan is a senior member of the client relationship team at Richardson where he provides comprehensive wealth planning and management to clients. In addition, Nathan is a member of the firm’s Executive Committee and Investment Committee.
In his role as Director of Financial Planning Nathan is responsible for overseeing the development of cash flow and net worth projections, analysis of various financial transactions, tax and legal documents reviews and the development of analysis and recommendations regarding life and long-term care insurance policies.
Prior to joining Richardson, Nathan was the Financial Planning Manager for a Registered Investment Advisory firm in Minneapolis, MN where he provided comprehensive personal and estate planning services to clients. Other primary duties included investment analysis, trading, compliance and staff development.
Nathan earned a BS at the University of Wisconsin – Madison where he majored in Personal Finance. Nathan also holds the Certified Investment Management Analyst (CIMA®) and Certified Financial Planner (CFP®) designations