Nate Biddick, CFP®, Vice President, Wealth Management Growth

 

Nate Biddick is the Vice President of Wealth Management Growth at Avantax Wealth Management, where he is focused on helping tax-smart wealth management firms serve more clients and serve them more completely, thereby delivering profitable growth for Financial Professionals and Avantax. He is responsible for Avantax regional and internal growth consultants, financial planning and case design resources, partnership programs, large-firm support, and Avantax Financial Professionals’ engagement via networking programs, training and events. He has served tax professionals in launching and growing tax-smart wealth management businesses since 2006.

 

In his 15 years with Avantax, Nate has partnered with hundreds of CPA firms and Financial Professionals to grow their businesses. He believes that combining tax and wealth management expertise creates the best possible outcomes for clients.

 

Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Series 7, 24 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.