Old National Investments
Wm. Nathan Holladay is a seasoned financial professional currently serving as a Wealth Advisor at Old National Investments since October 2021, providing securities and advisory services through LPL Financial. Prior experience includes roles as a Wealth Advisor and Private Advisor at BB&T from June 2018 to October 2021, and a Relationship Strategist at PNC from May 2015 to June 2018. Earlier career positions include Associate Private Banker and Financial Center Manager at Fifth Third Bank, as well as Financial Center Manager and Management Associate at Regions Financial Corporation. Wm. Nathan Holladay holds a Bachelor of Business Administration from Samford University and an Associate of Arts from St Catharine College.
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Old National Investments
Old National Investments is part of the Old National family of companies – trusted financial services providers for nearly 200 years. Our wealth advisors are affiliated with LPL Financial, one of the nation’s leading financial services companies. We offer personalized wealth advisory and investment strategies through two distinct service models – Wealth Management and Private Wealth Management – and we’ll work with you to determine the best approach based on your needs and financial goals. Learn more at oldnational.com/wealth. Our approach: We believe that every client regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and for the future. As a wealth management partner, we take the time to understand each individual’s circumstances and help pinpoint strategies that fit your needs. Together, with a team of experts qualified to offer holistic, integrated wealth management services, we chart a financial roadmap that takes care of short-term details without losing perspective on your long-term goals. Disclaimer: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC - www.finra.org, www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank or Old National Investments. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value