Wealth management and financial planning; for individuals and businesses.

Nathan McNulty

CFP® / MBA

Financial Planner

859.514.7801

Nathan McNulty is a Financial Planner with Meritrust.



Nathan specializes in helping high income earners craft financial plans to achieve their goals and protect their families. He has a planning-first approach and enjoys conversations around integrating good tax planning into an overall financial plan. Having spent several years at Fifth Third Bank before coming to Meritrust, Nathan leverages his knowledge and contacts in banking and lending to provide additional value to his clients. Nathan lives in Lexington with his wife and four children, but also covers our Louisville office.

  • Education

    • Bachelor of Science in Business Administration, University of Louisville
    • Master of Business Administration, University of Louisville

  • Registrations & Licenses

    • Series 6*
    • Series 7*
    • Series 63*
    • Series 65*
    • Life and Health Insurance

  • Professional Affiliations & Community Involvement

    • Sponsorship Committee, St. Elizabeth Ann Seton Catholic School
    • Catholic Action Committee Volunteer
    • Junior Achievement Volunteer
    • Financial Planning Association (FPA) member

  • Specialties

    • Personal Financial Planning
    • Personal and Business Insurance Services
    • Wealth Preservation
    • Transfer & Estate Planning
    • Early Stage and Accumulation Stage Planning
    • Retirement Income Planning
    • Investment Management
    • Retainer Fee Based Services
    • Business Owner/Executive Services
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