Nate Williams

Nate Williams brings over a decade of financial advisory experience to his role within First Business Bank’s Private Wealth team as Vice President - Trust Advisor. His extensive background includes wealth management, financial planning, and client relationship management, providing clients with comprehensive financial solutions tailored to their personal needs. Nate leverages his diverse experience across various financial institutions to deliver strategic advice that helps clients achieve their long-term financial goals while navigating complex wealth management challenges. 

Among his specialties, Nate has developed an expertise working with United Airlines pilots, helping them maximize their unique employer benefits package. He guides pilots through complex strategies including mega backdoor Roth conversions within their 401(k), Retirement Health Account (RHA) optimization to prevent benefit forfeiture, and pension maximization planning. Many pilots discover significant financial opportunities they didn't know existed—Nate ensures his clients capture every available benefit from their distinctive compensation structure.

He holds a bachelor's degree in finance from Indiana University of Pennsylvania. Nate’s commitment to professional excellence and community involvement extends beyond the office, where he serves as a USA Hockey Referee, bringing the same precision and attention to detail to the ice that he applies to his clients' financial strategies.