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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Nate Biddick
Head of Advisor Growth Solutions at Cetera Financial Group
Speaker

Profile

Nate Biddick is the Head of Advisor Growth Solutions at Cetera Financial Group, working across Cetera's communities to support organic growth through advisor consulting and sales enablement technologies.

Nate started with 1st Global Research & Consulting in 2006 and was named Vice President, Wealth Management Growth in 2020 at Avantax. In 2023, he led Avantax Community & Advisor Engagement, where he was responsible for Avantax national and regional event strategy, national education and training for Financial Professionals and their Assistants, as well as overall advisor engagement with the hundreds of resources and capabilities tax-intelligent professionals can leverage at Avantax.

He has partnered with hundreds of CPA firms and Financial Professionals in launching and growing tax-intelligent wealth management businesses during his tenure at Avantax.

Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.

Agenda Sessions

  • Driving Organic Growth: Key Approaches for Business Expansion

    12:25pm