Nate Pugliese

Nate is a seasoned professional with more than 20 years of experience in the financial services industry and leads the MACRO Team. Nate grew up at Ameriprise Financial and has always believed that a comprehensive approach can simplify a client’s life, inspire confidence and reduce stress. He attaches great importance to financial planning, the value of good advice and the importance of helping clients identify biases that may exist in their decision-making process.

In the past 20 years, Nate has led, developed and driven profitable growth for countless financial advisors in offices across New Jersey, Pennsylvania and Delaware. His ability to lead, mentor and inspire financial advisors generated results. In 2019, he joined Summit Financial as Executive Vice President and was responsible for advisor recruiting, professional development and building out the firm’s insurance platform. Having spent the first 20 years of his career in a broker dealer centered business model, Nate has a passion for RIA platforms like Wealth Enhancement Advisory Services. He believes this is the most practical and appropriate framework for clients and advisors to enjoy freedom, flexibility and functionality. He lives in Scotch Plains, New Jersey with his wife Tamar and his twin boys Noah and Zachary.