Nathan Monroe Email & Phone Number
Wealth Advisor and Senior Vice President @ Old National Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nathan Monroe Location
- United States
Nathan Monroe Work
- Wealth Advisor and Senior Vice President @ (September 2010 - Present)
- Financial Advisor @ (September 2004 - September 2010)
- Officer @ (September 1999 - September 2004)
Nathan Monroe Education
- Texas A&M University School of Law
Master of Legal Studies (Wealth Management)
2024-2026 - University of North Texas
Master of Science (M.S.) (Interdisciplinary Studies)
2022-2024 - Creighton University
Master of Investment Management and Financial Analysis (Investment Management and Financial Analysis)
2018-2019 - College for Financial Planning
Master of Science (M.S.) (Finance)
2014-2015 - College for Financial Planning
Master of Science (M.S.) (Personal Financial Planning)
2012-2013 - University of Evansville
Master of Science - MS (Public Service Administration)
2009-2011 - The University of Texas at El Paso
Master of Business Administration (M.B.A.) (General Business)
2000-2003 - Florida Southern College
Bachelor of Science (B.S.) (Psychology/Sociology/Criminology)
1995-1999 - Milaca High School
Diploma (College Preparatory)
1991-1995 - Indiana University - Kelley School of Business
Executive Doctorate in Business Administration
2026
Nathan Monroe Skills
- Retirement Planning
- Wealth Management
- Estate Planning
- Finance
- 401k
- Financial Services
- Asset Management
- Retirement
- Financial Planning
- Investment Management
- Mutual Funds
- Small Business
- Fixed Annuities
- Stocks
- Financial Advisory
- Insurance
- Financial Analysis
- Securities
- Risk Management
- Equities
- Financial Planners
- Customer Service
- Wealth
- Business Networking
- Strategic Planning
- Fixed Income
- Management
- Portfolio Management
- Social Networking
- Debt Management
- Investments
- ETFs
- Structured Products
- Business Process
- Asset Managment
- Annuities
- Leadership
Nathan Monroe Summary
- Nathan Monroe, based in United States, is currently a Wealth Advisor and Senior Vice President at Old National Wealth Advisors Private Wealth Management. Nathan Monroe brings experience from previous roles at Morgan Stanley Smith Barney and U.S. Army. Nathan Monroe holds a 2024 - 2026 Master of Legal Studies in Wealth Management @ Texas A&M University School of Law. With a robust skill set that includes Retirement Planning, Wealth Management, Estate Planning, Finance, 401k and more. Nathan Monroe has 6 mobile phone numbers on RocketReach.
Looking for a different Nathan Monroe?
Find contact details for 700 million professionals.
Others Named Nathan Monroe
Nathan Monroe
Operations Team Member
United States
Nathan Monroe-Yavneh
Senior Counsel
New York, NY, US
Nathan Monroe
Wealth Advisor and Senior Vice President
United States
Nathan Monroe
Founder and Principal Consultant
Saint Paul, MN, US
Top Old National Wealth Advisors Employees
Thomas Rushin
Private Wealth Management Development Executive
Minneapolis, MN, US
Scott Hallett
LPL Financial Advisor, CFP®
Saint Paul, MN, US
Nathan Holladay
Wealth Advisor
Louisville, KY, US
Larry Calhoun
Wealth Advisor VP
Lakeville, MN, US
Christian Nelson
Wealth Advisor, SVP
Chaska, MN, US
Ann Kienast
AVP, Wealth Advisor
Madison, WI, US
Jeff Oleniczak
Vice President and Financial Advisor
Grand Rapids, MI, US
Nathan Monroe
Wealth Advisor and Senior Vice President
United States
Michael Burke
Wealth Advisor, VP at Old National Advisors
Brentwood, TN, US
John Welp
VP and Wealth Advisor
Jasper, IN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co