Nate O'Steen

Nate O'Steen is a financial advisor at Capital City Financial Partners. Nate has over 18 years of experience in the financial industry. Prior to joining Capital City, Nate was a financial advisor associate at W. Wall and Company Inc. from June 2017 to December 2019. In this role, they participated in quarterly financial workshops, gathered client financial data and built financial plans, assisted in product selection and illustration for financial plans, followed up on all prospective client opportunities, and led financial plan implementation of recommendations with new clients. Nate also managed an existing client base for annual reviews and additional planning opportunities.

From July 2015 to October 2016, Nate was a financial advisor at Merrill Lynch. In this role, they were responsible for portfolio construction and analysis, client relations, and business development. Nate also implemented a local networking program and introduced a senior advisor to marketing opportunities in the equestrian community.

Before Merrill Lynch, Nate was managing partner at NearSide Distribution Asset Services (DAS) from June 2014 to July 2015. Nate was also an independent business owner of various small businesses from September 2001 to June 2014.

Nate O'Steen studied French Language and Literature as well as Economics at Hamilton College, where they earned their Bachelor of Arts degree.

Nate O'Steen reports to Joshua Bradley, Managing Partner & Founder. Some of their coworkers include Taylor Lee - Financial Advisor, Michael Coleman - Financial Advisor, and Francesca Stuart - Operations Manager.