Since 2012, Nathan Mersereau has been working in Wealthcare Advisors situated 295, 295. This professional is a competent President with over 11 years of work experience. According to Nathan's CV and work profile, Nathan Mersereau has worked at more than four companies with numerous backgrounds and gained different skills. Nathan attended school at the Stanford Graduate School of Business Executive Education from 2016 to 2016. Nathan Mersereau can be found in Bloomfield, Michigan – where this expert is currently located. You can search for the person's e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
Nathaniel Mersereau,
Nat Mersereau,
Nate Mersereau,
Natty Mersereau
Last updated Jun 09, 2024
Contact Information
Last Update
Jul 14, 2022
Email
na**@planningalt.com, na**@wealthcareadvisors.com
Location
Bloomfield, MI
Company
Workplace
Colleagues
Work History
President
36800 Woodward Ave SUITE 200, Bloomfield Hills, MI 48304
Wealth Care Advisors is the only wealth management firm initiated by and partnered with the Michigan State Medical Society. We offer financial advice designed to serve the best interests of ...
Feb 2012 — Feb 2018
President
36800 Woodward Ave SUITE 200, Bloomfield Hills, MI 48304
Founded in 1982, Planning Alternatives offers objective financial advice and guidance designed to serve the best interest of our clients.
from Apr 2009
Education
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Strategic Financial Planning
Retirement Planning
Strategic Planning
Portfolio Management
Business Strategy
Entrepreneurship
Small Business
Estate Planning
Insurance
Retirement
Investments
New Business Development
Investment Advisory
Asset Managment
Financial Planning
Employee Stock Options
Succession Planning