Nathan Wilmot

Nathan Wilmot is an experienced financial planner currently at SagePoint Financial since December 2020, providing securities and investment advisory services. Prior to this role, Nathan served as a partner and financial planner at Cleveland Financial Group from November 2015 to December 2020, where a comprehensive range of financial analysis services was offered. Previous experience includes financial planning positions at Skylight Financial Group and MetLife. Nathan holds a Bachelor's degree in Management and Economics from Marietta College and graduated from Avon Lake High School. Additionally, Nathan is a registered representative of Lincoln Financial Advisors Corp.