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.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
