Nathan Moody – 2016
CPFA®, Retirement Advisor, director of Business development & marketing
Nate’s primary focus is advising companies on retirement and executive benefits programs including 401(k)/403(b) plans, ESOPs/KSOPs, and nonqualified deferred compensation plans. Nate is passionate about financial wellness and finding innovative employer solutions to address the ever-changing obstacles facing individuals preparing for retirement.
Nate originally joined Lebel & Harriman as an Investment Analyst, then worked as a Retirement Investment Counselor prior to serving as one of our Retirement Advisors. He holds FINRA Series 7 and Series 66 licenses.
Nate is very involved in his community and serves on the Boards of Directors for Maine Employee Benefits Council and Healthcare Purchaser Alliance of Maine. He is also the Chair for the Young Leaders Council of Make-A-Wish Maine. Nate was selected as the 2020 Young Professional of the Year by PROPEL and the Portland Regional Chamber of Commerce. Most recently, he was named as a NAPA Top Young Retirement Advisor of 2022.
Nate, a Gorham native, graduated from Bowdoin College in 2016 with a B.A. in Economics and Mathematics.
In his free time, you can catch Nate playing basketball or golf, boating or snowmobiling, and always enjoying Maine’s great craft beer.