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Nathan Mccatty

Financial Advisor

5.0
(2)
I work with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. I will work closely with you, your family, and your other trusted professionals to determine the...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:30PM
Wednesday
08:00AM to 04:30PM
Thursday
08:00AM to 04:30PM
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Overall Ratings
5.0
(2)
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About
I work with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. I will work closely with you, your family, and your other trusted professionals to determine the most appropriate financial strategy to help achieve your goals. I work with my clients to establish an achievable, trackable, time-bound strategy to help them get where they need to be.I can help you and your loved ones with previous employer retirement account options, newly received or invested inheritances, investing in trust or guardianship accounts, cash management strategies, general financial strategies and portfolio construction, among many other things.I was born and raised in the southwest Chicago suburbs, and reside in Orland Park with my wife, Michelle, and our two children, Mackenzie (2) and Archer (6 months). My father, Mike, is a local real estate agent and is an inspiration and mentor to me on client service, attention to detail, and honesty. I graduated from the University of Illinois with a Bachelor's degree in finance and started my career with Edward Jones in January of 2017. I earned my CERTIFIED FINANCIAL PLANNER® certification in 2024 and hold an AAMS™ designation as well. These help ensure that I stay at the forefront of industry knowledge.Before coming to Edward Jones, my branch office administrator, Jean, had over 30 years of experience serving clients in the legal field*. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you throughout your life to keep you on track to achieve your financial goals.Please don't hesitate to call my office with any questions you may have. I look forward to partnering with you.*Edward Jones and its associates do not provide legal advice.
Specialities
Retirement Income Strategies
Entrepreneurs & Business Owners
Wealth Strategies
Retirement Savings Strategies
Portfolio Reviews
New Investors
55
/850
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FAQs
Here are some Frequently Asked Questions about Nathan Mccatty
What organization is Nathan Mccatty associated with?
Nathan Mccatty is associated with Edward Jones.
What is Nathan Mccatty’s work email address?
Nathan Mccatty’s professional email address is n************y@e**********.com. You can also email Nathan Mccatty by clicking on the contact Nathan Mccatty.
Where is Nathan Mccatty based out of?
Nathan Mccatty’s primary location is Lockport, IL.
What is Nathan Mccatty's phone number?
Nathan Mccatty's phone number is (815) 524-4568
What is Nathan Mccatty's title??
Nathan Mccatty is a Financial Advisor.