Kevin Nelson Email & Phone Number
Senior Financial Advisor @ Financial Synergies Wealth Advisors
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Kevin Nelson Location
- Houston, TX, US
Kevin Nelson Work
- 2017 -now Senior Financial Advisor @
- 2007 -2017 Financial Planner @
- 2005 -2006 Professional @ new york life
Kevin Nelson Education
- Texas Tech University
Personal Financial Planning (Personal Financial Planning)
2001-2005
Kevin Nelson Skills
- Sales
- College Education
- Investment Strategies
- Leadership
- Strategic Financial
- Certified Financial Planner
- Investment Advisory
- Insurance
- 401k Rollovers
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Estate Planning
- Mutual Funds
- Project Management
- SAN
- Asset Managment
- Personal Financial Planning
- Financial Planning
- Investments
- Retirement Planning
- Financial Advisory
- Financial Services
- Certified Financial
- Young Professionals
- Personal Financial
- Securities
- Finance
- Financial Reporting
- Strategic Financial Planning
- Financial Planners
- Asset Management
- Financial Analysis
- Retirement
- Asset Allocation
- College Education Planning
Kevin Nelson Summary
- Kevin Nelson, based in Houston, TX, US, is currently a Senior Financial Advisor at Financial Synergies Wealth Advisors. Kevin Nelson brings experience from previous roles at Heritage Wealth Management and new york life. Kevin Nelson holds a 2001 - 2005 Personal Financial Planning in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Sales, College Education, Investment Strategies, Leadership, Strategic Financial and more. Kevin Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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