Wellesley - Linden St

Nate Baynes

CFP®

Associate Wealth Advisor

180 Linden St, Suite 8A
Wellesley, MA 02482

Nate Baynes

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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