nest egg
Samuel Hardy is a Financial Advisor at Nest Egg since August 2023, following experience as a Relationship Banker at JPMorgan Chase & Co. and an Associate Banker at Chase. Prior to these roles, Samuel served as a Business Development Specialist at Propegy, where responsibilities included developing personalized lead generation strategies, and as a Business Development Intern at D4 Creative Group. Samuel's background also includes a role as Special Events Coordinator at Temple University - James E. Beasley School of Law, where event planning and presentation preparation were key duties. Samuel earned a diploma from LaSalle College High School and attended Temple University from 2017 to 2021, as well as The University of Kansas from 2016 to 2017.
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nest egg
Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser. Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.