Nathan Clark
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.
Firm
Merrill
Location
Tucson, AZ 85718
Credentials
Series 63, Series 66
Industry experience
15 years
About
Nathan Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial planning. He specializes in comprehensive planning, investment management, and risk mitigation, focusing on helping clients pursue their financial goals through personalized wealth management strategies. Nathan’s approach emphasizes understanding clients’ life priorities to create flexible plans aligned with their family, goals, and aspirations.
Nathan holds the Accredited Domestic Partnership Advisor™ (ADPA™) and Accredited Wealth Management Advisor™ (AWMA™) designations, reflecting his expertise in addressing the unique needs of high net-worth individuals, families, and business owners. He earned a Bachelor's Degree from Western International University and a Master of Business Administration (MBA) from the University of Phoenix.
In addition to his professional work, Nathan is actively involved in the community. He serves on the boards of several non-profit organizations, including the Reid Park Zoological Society, Reid Park Zoological Foundation, and Step Up to Justice. Outside of his advisory role, Nathan enjoys interior decorating, reading, 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
Wealth management
General retirement planning
Retirement income strategy
Charitable giving & philanthropy
Planning for children with special needs
Demographic focus
LGBTQIA
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Location
3500 E Sunrise Dr
Tucson, AZ 85718
Most active in
Nathan C has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
BANK of AMERICA, N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Bancwest Investment Services
2016 - 2022 (6 years)
Bank Of the West
2016 - 2022 (6 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.
John S
Series 63, Series 65
Tucson, AZ
GuideSource Capital Management, LLC
Wendy H
Series 63, Series 65
Tucson, AZ
Hobbs Advisory Services
Theresa M
CFP®
Tucson, AZ
Beckett Collective
Scott N
CFP®
Tucson, AZ
Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
Nathan F
Series 65
Tucson, AZ
Agave Wealth Advisors
Darla E
Series 65
Oro Valley, AZ
D Squared Capital Management, LLC
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")