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David Nathan (Nate) Owen

David Nathan (Nate) Owen

Financial Consultant

Nate Owen focuses on providing comprehensive wealth management to successful professionals, families and small businesses. Nate works to help his clients achieve financial security, where work becomes optional for them.  His clients benefit from solutions customized to their needs that include:  creating a financial plan, investment management, risk management (life, disability and long term care insurance), retirement income and estate planning.

Nate began his career at Bank of America, where he served for almost a decade in a variety of corporate strategy roles during the height of the financial crisis.  Nate graduated from Hobart College in 2007 with a B.A. in Economics and Public Policy.  Nate was a member of the Hobart and William Smith Colleges’ sailing team during its run as two-time national champions.    An avid sailor, Nate competes both locally and nationally, and serves on the board of the Mallets Bay Boat Club.  Nate resides in Charlotte, VT with his wife Kate, young daughter Mackenzie and their beloved golden retriever.


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (802) 660-8999
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck