Nathan Lee focuses on providing expert guidance with innovative solutions while building enduring relationships.
Nathan thrives off relationships and helping understand what truly makes people achieve ultimate happiness by being at the center of his client’s financial lives. He started his career with Northwestern Mutual in 2017 as a financial representative intern. In 2018, Nathan was recognized as the leading intern for the state of Louisiana and Mississippi. Upon converting to be a full-time representative, Nathan was the champion for his Sales School Language Competition. Nathan drives a successful financial planning practice and helps educate his clients to make important decisions to achieve their financial goals.
Our Planning Process:
Whether you are just starting out, well on your way to living your dream or eagerly approaching retirement, Nathan will make sure you’re financially prepared to achieve a lifetime of goals. Nathan applies time-tested strategies, provides education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, he will work with you to revise your plan, so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.
Outside of work, Nathan loves………
Contact Nathan today:
� 337.233.3663
� [email protected]
☛ nathanplee.nm.com ☚
Enriching Lives, Fulfilling Dreams, and Securing Futures
