Nathan S. Holt, CFP®
As Director of Advisor Development and Financial Advisor Team Lead, Nathan Holt strives to understand his client’s goals and objectives by deeply understanding their values, financial behavior, and concerns. Prior to joining Krilogy Financial, Nathan worked with families in financial counseling and tax preparation while completing his education requirements for the Certified Financial Planner™ designation and bachelor degree in Personal Financial Planning at the University of Missouri – Columbia.
After completing the Krilogy Advisor Development program Nathan now serves as Director for all new advisors in the Creve Coeur office and as a Team Lead. Nathan also serves on the Financial Planning and Leadership Committees of Krilogy Financial.
Nathan’s personal practice focuses on individuals that require in-depth planning and service needs including families of divorce, complex estate and legacy planning and clients preparing for retirement.
Nathan is a member of the Financial Planning Association and is the membership chair for the Young Professionals Board at The First Tee of Greater St. Louis.
He resides in Brentwood, MO. with his wife Meghann.