Nathan Smith

Nathan Smith

Nathan Smith serves as an Associate Financial Planner at Waverly Advisors. He is responsible for supporting the wealth advisors and clients in the development and delivery of financial planning services. Nathan joins Waverly Advisors from the merger with BT Wealth Management in July 2022. He is excited to aid others in their financial journey with his attention to detail, financial acumen, and passionate client engagement.

Nathan received his undergraduate degree from Furman University and earned an MBA from the W.P. Carey School of Business at Arizona State University. Prior to joining BT Wealth Management, Nathan spent time in medical device sales and playing baseball professionally for the Los Angeles Angels of Anaheim. In his free time, Nathan enjoys playing golf, watching sports, and hanging out with friends.


  • Master of Business Administration
    Arizona State University, Tempe, AZ

Ask Me About

  • Retirement Planning
  • Investment Management
  • Being a student athlete (twice)
  • Who serves the best burger is in Atlanta