Broker Check

Office One

1008 Ranch Road 620 South

Suite 202

Lakeway, TX 78734
Nathan Bitner, CPFA

Nathan Bitner, CPFA

Financial Advisor

Nathan Bitner is a financial advisor at Turner Wealth Management, Inc. and an investment advisory representative with Avantax Advisory Servicesâ„ . With more than a decade of experience in banking, mortgage, and financial services, Nathan is committed to serving as a trusted quarterback for all things money related. Every person he is lucky enough to call “a client” will notice his dedication to this consistency.

Nathan has a Bachelor of Business in Marketing from Texas Tech University in Lubbock, TX. Since his graduation, he has worked with multiple financial institutions including JP Morgan, HD Vest, Avantax, and Charles Schwab which allows him to take a unique holistic approach for each client, considering all variables and desired outcomes. Nathan holds FINRA Series 6 - Investment Company Products/Variable Contracts Representative, 7 - General Securities Representative, 63 - Uniform Securities Agent State Law Exam, and 66 - NASAA-Investment Advisors Law Exam securities registrations as well as a Texas Insurance license.  

Nathan currently resides in Rockwall, Texas with his wife, Amanda, their two daughters, Brooklyn and Paisley, and their furry “sister” (French Bulldog) Luna. Together, they enjoy spending time in the outdoors, entertaining friends, travelling, and relaxing on the patio. Nathan is an avid hunter and sports fan of the Dallas market teams.