Market Overview

Capital Advisors, Ltd. Names Nathan Creviston to Join Its Team as Wealth Management Analyst


Capital Advisors, Ltd., a prominent wealth management firm, announced
the addition of Nathan Creviston, CFP®, ChFC®, RICP® to its team as
Wealth Management Analyst. In his new role, Creviston will focus on
comprehensive client case management and communication, analyzing,
monitoring, and making portfolio recommendations, providing financial
planning analysis and support, as well as serve as a member of the
Investment Policy Committee.

This press release features multimedia. View the full release here:

Nathan Creviston (Photo: Business Wire)

Nathan Creviston (Photo: Business Wire)

Creviston comes to Capital Advisors from Weeks Financial in Cincinnati
where he worked as an Associate Wealth Management Advisor, collaborating
internally and externally with clients to cohesively construct and
deliver their financial plans.

"Whenever we look to hire a new member of our team, our number one
priority is a good fit with our culture," said Managing Director Neil
Waxman. "Right from the start, it was clear that Nate not only has the
depth, expertise, and required personal proficiency, but that he is
deeply committed to continuing to hone these skills. He is extremely
knowledgeable in the many facets of wealth management, with a strong
ability to analyze and make sense of trends, but also truly collaborates
and listens to client needs and concerns. We have no doubt Nate will
help to advance our mission of comprehensive, objective,
solutions-oriented wealth management and financial planning."

"In deciding to make this move, I looked at a number of firms," said
Nathan Creviston, "but my primary deciding factor was to find a company
that is truly interested in understanding the unique needs of each
client and investing their wealth to align with their goals. I'm excited
to be joining a team that is committed to developing and implementing
comprehensive wealth management strategies to meet clients' needs. With
Capital Advisors, I feel confident that I have found a home in a company
that shares my values of forward-thinking planning and serves the
interests of individual clients."

For more information visit:

About Capital Advisors Ltd.

Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial
Planning Process: helping successful, business owners and individuals
achieve perspective, vision and discipline while reaching consensus
amongst their other advisors. The result is a fully integrated and
comprehensive look at a client's financial affairs, well-defined
objectives, and mutually agreed upon plans increasing the probability of
successful outcomes. Capital Advisors' proprietary, customized financial
pro forma, CFM Horizon™ - Financial Road Map gives clients a top down
view of their financial affairs. Capital Advisors, Ltd. falls into the
industry classification of Elite Ensemble Practice, and its firm members
have over 230 years of cumulative experience. For more information,

Advisory Services offered through Capital Advisors, Ltd., LLC, Capital
Analysts, or Lincoln Investment, Registered Investment Advisors.
Securities offered through Lincoln Investment, Broker Dealer, Member
FINRA / SIPC. Capital Advisors, Ltd., LLC and the above named firms are
independent and non-affiliated.

View Comments and Join the Discussion!