Capital Advisors, Ltd. Names Nathan Creviston to Join its Team as Wealth Management Analyst

Wednesday, August 29, 2018 |

Capital Advisors, Ltd. Names Nathan Creviston to Join its Team as Wealth Management Analyst

August 13, 2018
Shaker Heights, OH – Capital Advisors, Ltd., a prominent wealth management firm, announced the addition of Nathan Creviston, CFP®, ChFC®, RICP® to its team as Wealth Management Analyst.  In his new role, Creviston will focus on comprehensive client case management and communication, analyzing, monitoring, and making portfolio recommendations, providing financial planning analysis and support, as well as serve as a member of the Investment Policy Committee.
 

Nathan Creviston
Nathan Creviston

Creviston comes to Capital Advisors from Weeks Financial in Cincinnati where he worked as an Associate Wealth Management Advisor, collaborating internally and externally with clients to cohesively construct and deliver their financial plans.
 

“Whenever we look to hire a new member of our team, our number one priority is a good fit with our culture,” said Managing Director Neil Waxman. “Right from the start, it was clear that Nate not only has the depth, expertise, and required personal proficiency, but that he is deeply committed to continuing to hone these skills. He is extremely knowledgeable in the many facets of wealth management, with a strong ability to analyze and make sense of trends, but also truly collaborates and listens to client needs and concerns. We have no doubt Nate will help to advance our mission of comprehensive, objective, solutions-oriented wealth management and financial planning.”

“In deciding to make this move, I looked at a number of firms,” said Nathan Creviston, “but my primary deciding factor was to find a company that is truly interested in understanding the unique needs of each client and investing their wealth to align with their goals. I’m excited to be joining a team that is committed to developing and implementing comprehensive wealth management strategies to meet clients’ needs. With Capital Advisors, I feel confident that I have found a home in a company that shares my values of forward-thinking planning and serves the interests of individual clients.”
 

For more information visit: http://www.capitaladvisorsltd.com
 

About Capital Advisors Ltd.

Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful, business owners and individuals achieve perspective, vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans increasing the probability of successful outcomes.   Capital Advisors’ proprietary, customized financial pro forma, CFM Horizon™ - Financial Road Map gives clients a top down view of their financial affairs.  Capital Advisors, Ltd. falls into the industry classification of Elite Ensemble Practice, and its firm members have over 230 years of cumulative experience.  For more information, visit http://www.capitaladvisorsltd.com.

Advisory Services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA / SIPC.  Capital Advisors, Ltd., LLC and the above named firms are independent and non-affiliated.

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Media Contact:
Nikki DiFilippo
Via Vera Group
(216) 780-0472
nikki@viaveragroup.com

https://www.businesswire.com/news/home/20180813005031/en/Capital-Advisors-Ltd.-Names-Nathan-Creviston-Join

 

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