Cole Nathan is dedicated to guiding individuals and families toward their financial aspirations through a blend of seasoned wealth management expertise and a commitment to professionalism. He offers a comprehensive suite of services— including retirement planning, portfolio management, risk mitigation, and estate planning strategies—designed to help clients realize their life goals and seamlessly transfer wealth to future generations.
Cole begins each client relationship by developing a deep understanding of their financial objectives. With this foundation, he crafts tailored portfolio strategies and provides access to a broad range of services through Wells Fargo affiliates, including banking, lending, and trust solutions. His collaborative approach is central to his philosophy, with strong client relationships forming the cornerstone of effective asset management. As a PIM® Portfolio Manager, Cole is among a select group of advisors at Wells Fargo Advisors who are qualified to manage portfolios on a discretionary or non-discretionary basis.
As a member of the East Park Group of Wells Fargo Advisors, Cole is proud to be part of a team recognized on the 2025 & 2026 Forbes Best-in-State Wealth Management Teams list. He himself was also recognized on the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list.
Cole graduated summa cum laude from Middle Tennessee State University with a BBA in Business Administration and dual minors in Finance and Economics. He began his career as a financial advisor in 2017 after earning his FINRA Series 7 and Series 66 securities registrations and is also a graduate of the Dale Carnegie Leadership Program.
He lives in Brentwood with his wife, Mary Stewart, and their 2 young daughters. Outside of work, Cole enjoys family board game nights, watching football, and spending summer days on the water.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
*2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
