Nelson Baez Email & Phone Number
Managing Director
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Nelson Baez Location
- Florida, United States
Nelson Baez Work
- Managing Director @ Baez Estate & Wealth Preservation, LLC (August 2019 - Present)
- Managing Director @ Advisor Solutions (July 2019 - August 2019)
- Director Insured Solutions Consultant @ (May 2013 - June 2019)
- Vice President Insurance Specialist @ (January 2000 - February 2013)
- Planning Center Manager @ (June 1996 - January 2000)
- Management Associate @ (May 1994 - June 1996)
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 Financial Management Services)
Nelson Baez Skills
- Asset Allocation
- Asset Management
- Business Administration
- Business Planning
- English
- Estate Planning
- Estate Tax Planning
- Finance
- Financial Advisory
- Financial Goals
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Spanish
- Strategic Financial Planning
- Wealth Management
- Sales Management
- Financial Analysis
- Equities
- Public Speaking
- Customer Service
- Management
- Investment Advisory
- Insurance
- Portfolio Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Financial Modeling
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 Asset Allocation, Asset Management, Business Administration, Business Planning, English and more. Nelson Baez has 2 mobile phone numbers on RocketReach.
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