Nat Nunn

Advisor at Merrill

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Credentials

Series 63, Series 65

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Firm

Merrill

Location

Scotland, CT 10036

About

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners.

Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South.

In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Expertise

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Work history

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2013 - Present (13 years)

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