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
- Senior Financial Advisor @ (March 2017 - Present)
- Financial Planner @ (January 2007 - February 2017)
- Professional @ new york life (January 2005 - January 2006)
Kevin Nelson Education
- Texas Tech University
Personal Financial Planning (Personal Financial Planning)
2001-2005
Kevin Nelson Skills
- 401k Rollovers
- Asset Allocation
- Asset Management
- Asset Managment
- Certified Financial Planner
- College Education Planning
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Strategic Financial Planning
- Wealth Management
- Sales
- College Education
- Strategic Financial
- Project Management
- SAN
- Certified Financial
- Young Professionals
- Personal Financial
- Finance
- Financial Reporting
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 401k Rollovers, Asset Allocation, Asset Management, Asset Managment, Certified Financial Planner and more. Kevin Nelson has 2 emails and 3 mobile phone numbers on RocketReach.
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