Advisors Capital Management a nationally recognized leader in portfolio management and financial planning services is pleased to welcome Nathan Thomsen, CFP® to firm’s direct wealth team. Nathan will be servicing the New England region and will be based out of Rhode Island.
For over 15 years, Nathan has been helping clients make informed and actionable financial decisions. He takes a comprehensive and thorough approach to identify both coordination gaps and planning opportunities within a client’s current financial plan and then provides strategies to help them achieve their objectives.
“We are trilled to have an experienced advisor such as Nathan to support our regional growth in New England” said Kevin Kern the firm’s founding partner. “Nathan brings a deep knowledge of the industry and a history of solving complex financial planning issues for clients”.
Prior to joining Advisors Capital, Nathan held wealth advisory positions at TIAA, Fidelity Investments and Sagemark Consulting. His diverse experiences at each of these firms provides a unique perspective when working with clients. Additionally, Nathan is a CERTIFIED FINANCIAL PLANNING™ practitioner since 2008.
Nathan attended the University of Connecticut where he earned a B.S in Business Administration. While at UConn, he was a member of the Men’s Golf Team – serving as Captain his senior year.
Nathan lives in Warwick, RI with his wife Melissa and their daughter Charlotte. Outside of work, Nathan enjoys traveling, trying new restaurants and working to improve his golf game.
