Broker Check
Nate J. Carlon, AIF®

Nate J. Carlon, AIF®

Founder | Wealth Advisor

Nate has spent 20 years in the financial industry.  He started his career developing a formal background in banking and lending while serving as a Financial Services Representative at Compass Bank.  He then expanded his financial industry knowledge by joining Capital Group/The American Funds and serving as a Fixed Income Specialist.  During the 2008 Financial Crisis, Nate realized that there was a critical need for more accessible financial advice and sound financial planning guidance.  It was then that he embarked on his financial advisor career by joining Chase Investment Services in 2009 and in 2011, he joined Burnham Gibson Financial Group of AXA Advisors while seeking more advanced planning services for his clients. In 2015, he joined Stifel and formed a strategic partnership to better serve his clients.  In 2016 he earned his Accredited Investment Fiduciary® designation. 

Today, as the Founder of Carlon Wealth Advisors, Nate seeks to elevate the client experience by incorporating robust technology and unique communication efforts to strengthen bonds, better educate his clients, and better manage goals and expectations.

Nate earned a B.A. in Political Science from the University of Arizona and holds Series 7 and 65 securities licenses through LPL Financial as well as life, health, and variable insurance licenses (including annuities). 

Nate and his wife, Kelly, reside in Scottsdale, Arizona, with their sons, Bradley and Mason.