Nathaniel P. Carswell

Nathaniel P. Carswell

CFP®
Bachelor of Science degree from Appalachian State University
Certified Financial Planner™ practitioner
Chartered Advisor for Senior Living®

Nathaniel joined our firm in 2013 after working as a financial planner for a not-for-profit, Fortune 500 financial services organization. He is passionate about helping individuals and families make wise decisions in their financial lives through comprehensive financial planning. He particularly enjoys working with individuals who are transitioning into retirement.  Nathaniel serves in numerous analytical capacities for our firm, including being a member of the investment management team.
Nathaniel is originally from Hickory, North Carolina, and currently lives in Greensboro with his wife, Lauren. Nathaniel's hobbies include reading, hiking, cooking and traveling.