Nathan Amann

Senior Financial Planner

Being an independent advisor allows me to put you, the client, at the top of my priority list every time we make a decision together.

Nathan Amann’s internship began in 2009 and ultimately evolved into a fulltime career opportunity with Allen & Company. With a well-rounded perspective as his foundation, Nathan has built his industry experience through successfully mastering multiple functions within financial services.

From a young age Nathan was inspired by family to pursue his destiny in this industry. Early on Nathan understood the dedication needed to attain the necessary requirements to break into the financial sector. He was building his career simultaneously as he was finalizing his education. He graduated with honors in 2009 from the University of Central Florida and shortly thereafter received his MBA in 2012 from Florida Southern. In 2015 Nathan was promoted to Senior Financial Planner. Nathan  earned the CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in addition to holding Series 7, 24, 66, 99 licenses and the Life, Health and Variable Annuities License.

Nathan enjoys contributing to the Junior Achievement organization by mentoring and teaching young children about financial literacy. He and his wife reside in Lakeland and are members of Access Church.                                                                                                                                               Print Bio


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