Director of Marketing
Hi everyone! My name is Nate Jefferson, and I’m a sophomore here at MSU. This year will be my second year as a WMA member, and I can’t think of a better organization to be a part of. Serving as the Director of Marketing, my focus is to provide value to WMA and its members.
I’m pursuing a career as a financial planner because I have a deep passion for the industry. As a financial planner, I will be fulfilling an integral part of the wealth creation process for individuals. Without my work, the blueprint needed to ensure their long-term financial success would be incomplete.
This past summer, I had the opportunity to intern for a fee-only RIA based in Carmel, IN, named Valeo. Thanks to this internship, I was able to get some hands-on experience working with financial plans, estate plans, and making investment recommendations. All these things and so much more have allowed me to expand my knowledge base and better understand how to best help clients.
I love helping in any way that I can, so if there are any questions that I can answer regarding the industry, WMA, or general questions, don’t hesitate to reach out!