Nathan Mitchell, CFP®, ChFC®

Supporter
DISC Type : s

Partner at Smith-Kastner Wealth Management,LLC

Pike Road, Alabama, United States

Overview

Nathan is a Partner and CERTIFIED FINANCIAL PLANNER™ at Smith-Kastner Wealth Management. A Cum Laude Finance graduate from the University of Montevallo, he holds Series 7 and 66 licenses and specializes in creating financial plans for individuals, families, and business owners to help them achieve their goals.

Outside of work, Nathan enjoys spending time with his wife and two daughters, playing golf, and engaging in outdoor activities. He is a former student-athlete, having played as a pitcher for the University of Montevallos baseball team while earning his degree. He is also a native of Alexander City, Alabama.

Unique Fact: Before his career in finance, Nathan worked as a Veterinary Technician at an animal care center.

Personality Overview

Slow To Decisions

Risk-averse

Thoughtful In Approach

They prefer to follow rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Holistic Financial Planning
As a CFP® and ChFC®, he is focused on helping individuals, families, and business owners achieve their long-term financial goals.
Investment Management
As a Partner and licensed investment advisor, he helps clients navigate markets to build and preserve their wealth.
College Athletics
He was a student-athlete himself, serving as a pitcher for the University of Montevallo baseball team during his college years.

Media Appearances

Nathan has no verified media appearances

Work History

7-2025
Partner at Smith-Kastner Wealth Management,LLC
5-2018
Financial Advisor at Smith-Kastner Wealth Management, LLC
8-2014 - 5-2018
Student Athlete at University of Montevallo
5-2017 - 8-2017
Intern at Smith-Kastner Wealth Management, LLC
5-2008 - 12-2016
Veterinary Technician at Animal Care Center

Education

2014 - 2018
Bachelor from University of Montevallo
2010 - 2014
Education details unavailable from Benjamin Russell High School

More Information

Social Presence :

Prographics :

Exp : 16 Location : Pike Road, Alabama, United States Job Level : N/A Designation : Partner at Smith-Kastner Wealth Management,LLC
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Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • If possible, connect them to existing customers
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t rush them to make quick decisions
  • Avoid saying anything that sounds like a risky proposition
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Nathan

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Nathan take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Nathan

Personality Compatibility


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