Nathan Gillmore’s approach as a financial advisor is deeply rooted in lessons learned from his father who was both a CPA and a pastor. Because of his upbringing, Nathan was taught from an early age the importance of taking care of people and managing money responsibly. His role allows him to blend those values, working with families to help them build, maintain, and protect their wealth through thoughtful financial strategies.
Nathan believes in investing time to truly understand what his clients are working toward before they invest their money. Whether it's planning for retirement, saving for education, or securing a financial future for loved ones, he works closely with his clients to develop strategies aligned with their goals and risk tolerance. By reviewing progress and making necessary adjustments, Nathan strives to help his clients stay on track all while delivering top-notch service.
Community Involvement and Support
- Angel Reach
- Church, Bible Study Host
- Church, Worship Leader
- Hope Beyond Bridges
- UMHB Young Alumni Board
Education and Certifications
- The University of Mary Hardin-Baylor, BA
- Series 7 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
- 401(k) Practice Builder Certificate
Professional Experience and Recognition
- Edward Jones
Raymond James is not affiliated with the above organizations and/or charitable causes