Wealth Advisor Assistant
Nathan Abraham has a passion for client service.
“My goal is to make any client service or administrative task seamless, and as smooth as possible,” says Nathan.
Nathan enjoys the relationship he builds with clients while helping them service their accounts. He enjoys working as part of a team and the collaborative effort to help clients pursue their financial goals. Nathan has proved to be a valued, innovative, knowledgeable team member.
As a Wealth Advisor Assistant, Nathan provides administrative support to the clients and advisor team to establish accounts, gain online account access, and set up contributions and distributions, including required minimum distributions (RMDs). He brings experience in service, operations and administration to the team. He has extensive knowledge in the Cornerstone Wealth Management Partners financial planning software applications, as well as, our additional software programs.
Nathan further facilitates coordination between our staff at Cornerstone Wealth Management Partners and LPL Financial, and our CAPS program.
Nathan has been in the financial services industry for over 5 years and began his career with an Ultra High Net Worth Team where he learned how a successful financial business was run. He worked as a financial advisor in the Wealth Advice Center for three years providing client service, rebalancing accounts and building financial plans.
Nathan is originally from Princeton, New Jersey where he was a state champion tennis player at Princeton High School. He attended the University of Miami, graduating with a Bachelor of Science Degree in Economics and a Minor in Psychology.