Nathan Chapman

Nathan G. Chapman
Wealth Advisor Truist Bank

2001 Ross Ave

Suite 2700,

Dallas, TX 75201-2911

About me

Background

I’m a Managing Director with Truist Bank and Wealth Advisor with Truist Wealth, offering clients more than 20 years of financial industry experience that includes delivering comprehensive wealth management advice. Integrity, objective advice, attention to detail, and an unwavering concern for my clients’ wellbeing are the hallmarks of my service model.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. The individuals and families with whom I work tend to have complex situations and want a team of seasoned professionals to guide them. As their primary strategist, I’m often directing an integrated team of specialists to coordinate financial and pre-transaction planning, investment management, lending, risk mitigation, estate planning, and other custom banking solutions on their behalf.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Baylor University 1999
Masters of Business Administration
Southern Methodist University 2004

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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