Nelson Baez Email & Phone Number

Managing Director @ Baez Estate & Wealth Preservation, LLC

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Nelson Baez Location

Florida, United States

Nelson Baez Work

2019 - now Managing Director @ Baez Estate & Wealth Preservation, LLC
2019 - 2019 Managing Director @ Advisor Solutions
2013 - 2019 Director Insured Solutions Consultant @ UBS Group AG

2000 - 2013 Vice President Insurance Specialist @ Morgan Stanley
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1996 - 2000 Planning Center Manager @ MetLife

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Nelson Baez Education

University of New Haven
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
University of Puerto Rico-Mayaguez
Bachelor of Science Business Administration (Finance and Management)

Nelson Baez Skills

Wealth Management
Finance
Asset Allocation

Strategic Financial Planning
Retirement Planning
Sales Management
Series 7
Series 63
Financial Analysis
Equities

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Nelson Baez Summary

Nelson Baez, based in Florida, United States, is currently a Managing Director at Baez Estate & Wealth Preservation, LLC. Nelson Baez brings experience from previous roles at Advisor Solutions, UBS Financial Services, Inc., Morgan Stanley and MetLife. Nelson Baez holds a Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ University of New Haven. With a robust skill set that includes Wealth Management, Finance, Asset Allocation, Strategic Financial Planning, Retirement Planning and more. Nelson Baez has 1 mobile phone numbers on RocketReach.

Nelson Baez Phone Numbers

Found 3 phone numbers

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