Wellesley - Linden St

Nate Baynes

CFP®

Associate Wealth Advisor

180 Linden St, Suite 8A
Wellesley, MA 02482

Nate Baynes
Nate Baynes

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Nate

Nate supports a team of wealth advisors and is responsible for financial, investment, and tax planning for high-net-worth families and individuals.

Nate serves part-time in the National Guard for the state of Massachusetts in an infantry division. In his time off, he enjoys traveling, reading, and training for ultramarathons.

Education and Professional Milestones

-Fairfield University - bachelor’s degree in finance

-Certified Financial Planner®

-Series 7 and 66 licenses

-Has also held roles as an equity analyst at a hedge fund and as a registered associate at Merrill Lynch, and helped run his family business in the electrical distribution industry before selling the company to a competitor