Nate MonroeWealth Advisor, SVP | CFP®, CPWA®, CIMA®, ChFC®, MBA, MSF, MSFS, MS
Address
7144 E Virginia St
Evansville, Indiana 47715
US
Phone
(812) 468-3272
Email
About Nate Monroe
Career Highlights and Industry Expertise
- Financial industry professional since 2004
- Joined the company in 2010
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Chartered Financial Consultant®
- Certified Private Wealth Advisor™
Education
- Bachelor’s degree in sociology/psychology/criminology from Florida Southern College
- Master’s degree in business administration from University of Texas at El Paso
- Master’s degree in investment management from Creighton University
- Master’s degrees in finance and personal financial planning from the College for Financial Planning
- Master’s degree in financial services from the Institute for Business and Finance
- Master’s degree in public service administration from the University of Evansville
- Master’s degree in interdisciplinary studies from the University of North Texas
Servicing Areas
Serving the Evansville, Indiana region and banking centers
Community involvement
- Member of the Old National Bank Military Impact Network
- Finance committee member for Resurrection Catholic Church and School
LinkedIn Page
https://www.linkedin.com/in/financialadvisorn8/Originally from Minnesota, I journeyed around the country for my college and military experiences before landing in Evansville. My wife, the former weeknight news anchor of NBC Channel 14, and I are the proud parents of two children. Outside the office, I enjoy watching NFL football and NCAA basketball and spending time with my family.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
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 your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
