Nate Biddick joined ·¬ÇÑÊÓÆµapp, then 1st Global, in 2006 and was named vice president, wealth management growth in 2020. He took on his current role in 2023, where he is responsible for ·¬ÇÑÊÓÆµapp national and regional event strategy, national education and training for Financial Professionals and their Assistants, and overall advisor engagement with the hundreds of resources and capabilities tax-intelligent professionals can leverage at ·¬ÇÑÊÓÆµapp.
He has partnered with hundreds of CPA firms and Financial Professionals in launching and growing tax-intelligent wealth management businesses during his tenure at ·¬ÇÑÊÓÆµapp.
Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds the Series 7 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.