Back to results

Nate Harris

Senior Vice President

Nate is a wealth strategist primarily focused on serving individual clients in the Greensboro office. His professional career has focused on assisting clients in the development and implementation of comprehensive estate and financial plans. Prior to joining Diversified Trust, Nate served as a Wealth Planning Strategist at First Citizens Wealth Management. He began his career as an attorney at a boutique estate planning law firm in North Carolina.

Nate received a Bachelor of Arts in Political Science with a minor in Entrepreneurship from the University of North Carolina at Chapel Hill. He went on to receive his Juris Doctor from Wake Forest University School of Law. In addition, he holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.