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One Main Street, Evansville, IN 47708

TEL: 800-236-6789

Wm. Nathan Holladay, AWMA®

Wm. Nathan Holladay, AWMA®

Wealth Advisor, VP

"I offer clients a primary point of contact for the delivery of a variety of Wealth Management services.  Working with a team of professionals, I seek to understand your complete financial picture and create customized solutions to help you work toward achieving your goals.”

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan – a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.

Serving the Louisville and Lexington areas, I have more than 15 years of experience. As a graduate of both Saint Catharine College and Samford University, I acquired an associate degree in Business Administration and a bachelor’s degree in Business Management.  I’m active within the Louisville Metro community and serve on the boards of Visually Impaired Preschool Services (VIPS) and the Louisville Theatrical Society. I’m also a philanthropic member of the Honorable Order of Kentucky Colonels, serve on the Louisville chapter of the Samford University alumni board, graduate of the Leadership Louisville class of 2021 and a Forty Under 40 Honoree 2021.

A former collegiate soccer player, I spend my time now following my children’s soccer careers with Falls City Soccer Club and Lou City Academy.  I still am very active in my marathons and triathlon schedules and play golf with my children.  When all else fails, I’m happy to have a free weekend out on the lake.

For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today at (502) 540-7307or  To set up an appointment or for general service and support, my Wealth Sales Assistant, Tracy Wagoner Luttman, may be reached at (502) 540-7313 or