Nate Biddick joined Avantax, then 1st Global, in 2006 and was named vice president, wealth management growth in 2020. He took on his current role in 2023, where he is responsible for Avantax national and regional event strategy, national education and training for Financial Professionals and their Assistants, and overall advisor engagement with the hundreds of resources and capabilities tax-intelligent professionals can leverage at Avantax.
He has partnered with hundreds of CPA firms and Financial Professionals in launching and growing tax-intelligent wealth management businesses during his tenure at Avantax.
Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.