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Nathan Chapman

Nathan G. Chapman
Senior Vice President Wealth Advisor Truist Bank

2001 Ross Ave

27th Floor,

Dallas, TX 75201-2911

Nathan.Chapman@Truist.com

Phone 214-969-5882

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About me

Background

Nathan Chapman is a Wealth Advisor with Truist Bank, 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 his clients’ well-being are the hallmarks of his service model.

Nathan holds himself accountable for recommending strategies with his clients’ needs and goals in mind. The individuals and families with whom he works tend to have complex situations and want a team of seasoned professionals to guide them. As their primary strategist, he’s 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.

Locations

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    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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