Nathan Morgan, CFP®, is a detail-oriented professional currently serving as the Wealth Management Senior Relationship Manager at Fidelity Investments. Nathan has an extensive background in finance, including roles as a Financial Analyst and Prime Brokerage Analyst. They also gained valuable experience in leadership and teamwork during their time in the US Navy as a Petty Officer 2nd Class and in various culinary positions such as Lead Saute Chef at Silver Legacy Resort Casino. Nathan holds a Bachelor of Business Administration in Accounting and Finance from the University of North Florida and an Associate of Science in Economics from Florida State College at Jacksonville.
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