Nathan Smith
Questioner · DISC type cNathan Smith is a Financial Planner with Prudential Advisors, where he specializes in comprehensive, fee-based financial planning. A graduate of Towson University with a BBA, he holds Series 7 and 66 certifications. He was honored as the youngest advisor in his firms Top 10 in 2024.
During college, Nathan served as the Treasurer for his chapter of the Phi Sigma Kappa Fraternity. His interests include following major financial publications and companies like Forbes, reflecting a deep engagement with the business world beyond his daily professional responsibilities.
In 2018, Nathan was named his firms Top Rookie, foreshadowing his later success and leadership within the company.
Read the full overview →How Nathan shows up
While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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