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Nathan S. Gilbert

Partner

Over the course of more than 16 years, Nathan has provided financial advice and wealth management services to hundreds of individuals, families, and organizations. A native of Greenwich, Virginia, Nathan attended nearby James Madison University, where he earned a Bachelor’s degree in Business Administration. During college, he worked in several capacities for The Fauquier Bank. An internship in the bank’s Investments and Trust department taught him much about the business of investment management – but also important lessons about listening to and dealing with clients’ complex situations.

After college, Nathan attained FINRA Series 7 and 66 investment licenses and continued to work for TFB’s Wealth Management area as a licensed assistant. He supported other advisors in areas ranging from stock and bond trading to presentations on retirement and estate planning. In time, Nathan became a full-time financial advisor and a Vice President for TFB Wealth Management Services.

Throughout his career, both as a licensed assistant and as an advisor, Nathan focused on trust planning and investment management, taking a series of courses at Cannon Financial Institute that helped him gain the Certified Trust Financial Advisor (CTFA) designation.

Nathan is proud that he and Sarah have employed the best practices of financial planning and investment management in creating Meridian Financial Partners. He brings to the firm a passion for helping clients gain knowledge through clear communication and wholly unbiased advice.

Outside the office, Nathan serves as a board member for Fauquier Family Shelter. He enjoys spending time with his three children and wife Melissa at their home in Haymarket. Nathan is also very active in the Evergreen community, and cherishes his time on the local golf course (or pretty much any golf course).

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