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.

Ask me about:
  • My favorite books…. I love to read and have a passion to learn.
  • How being a father to four young children has taught me to be a more engaged listener and empathetic to the needs of others.
  • What tax-advantaged savings vehicles are often overlooked by investors.
  • The importance of a safety-first approach to retirement income planning.
  • How working with a financial planner is different than a traditional financial advisor.

Education
Registrations & Licenses
Professional Affiliations & Community Involvement
Related Services
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
Related Services
  • 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

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.