Nathanial Wilk
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nathanial Wilk is a Senior Financial Advisor with Massey, Belville, Samuels & Associates at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2014 and joined Merrill Lynch in 2018. Nathanial focuses on providing investment advice and strategic goal planning, working closely with business owners and executives to grow and preserve their personal wealth. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, and tax minimization.
Prior to joining Merrill, Nathanial gained experience at Goldman Sachs in investment fund accounting and at Ernst & Young as a senior auditor serving banking and asset management clients. He holds an active Texas Certified Public Accountant (CPA) license and maintains several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nathanial earned a Bachelor of Arts in Spanish from the University of Wisconsin at Madison and a Master of Accountancy from North Dakota State University.
Nathanial is a member of several professional organizations such as the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants, FINRA, and the National Association of Plan Advisors (NAPA). He is also involved with the American Corporate Partners (ACP). Outside of work, Nathanial’s personal interests include boating, boxing, camping, football, golfing, skiing, skydiving, surfing, traveling, and spending time with his family.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Tax-loss harvesting
Private / alternative investments
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Location
1 Cowboys Way
Frisco, TX 75034
Most active in
Nathanial W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Bank Of America, N.a.
2018 - Present (8 years)
Merrill
2018 - Present (8 years)
Goldman Sachs & CO
2017 - 2018 (1 year)
Ey
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
David T
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Carlos L
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Jordan S
ChFC®
Richardson, TX
3:23 Financial Services LLC
Collin L
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Joseph R
Series 65
Corinth, TX
Tooth & Coin Wealth
Raju G
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")