Brett Nelson Email & Phone Number
Partner Advisor @ AdvicePeriod
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Brett Nelson Location
- Warrenton, VA, US
Brett Nelson Work
- Partner Advisor @ (August 2020 - Present)
- CEO @ Nelson Financial Partners (January 2006 - August 2020)
Brett Nelson Education
- Purdue University
Master of Business Administration - MBA
1998-2000 - University of Virginia
Bachelor of Science - BS (Mechanical Engineering)
1991-1995
Brett Nelson Skills
- Certified Financial Planner
- Estate Planning
- High Net Worth Individuals
- Investment Management
- Long-term Care
- Multi-generational Planning
- Retirement Planning
- Risk Management
- Strategic Planning
- Tax
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Brett Nelson Summary
- Brett Nelson, based in Warrenton, VA, US, is currently a Partner Advisor at AdvicePeriod. Brett Nelson brings experience from previous roles at Nelson Financial Partners. Brett Nelson holds a 1998 - 2000 Master of Business Administration - MBA @ Purdue University. With a robust skill set that includes Certified Financial Planner, Estate Planning, High Net Worth Individuals, Investment Management, Long-term Care and more. Brett Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
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