Drew Nelson, Cfp®

Drew Nelson, Cfp® Email and Phone Number

Managing Partner @ Legacy25 Capital
Houston, TX, US
Drew Nelson, Cfp®'s Location
Houston, Texas, United States, United States
Drew Nelson, Cfp®'s Contact Details

Drew Nelson, Cfp® personal email

n/a

Drew Nelson, Cfp® phone numbers

About Drew Nelson, Cfp®

Drew Nelson, Cfp® is a Managing Partner at Legacy25 Capital. He possess expertise in mortgage banking, refinance, mortgage lending, loans, fha and 2 more skills.

Drew Nelson, Cfp®'s Current Company Details
Legacy25 Capital

Legacy25 Capital

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Managing Partner
Houston, TX, US
Website:
legacy25capital.com
Employees:
5
Company phone:
800.266.3742
Drew Nelson, Cfp® Work Experience Details
  • Legacy25 Capital
    Managing Partner
    Legacy25 Capital
    Houston, Tx, Us
    View
  • Comerica Bank
    Sr. Vice President, Private Banking Advisor
    Comerica Bank Jun 2022 - Present
    Houston, Texas, United States
    View
  • Wells Fargo
    Custom Credit Banker
    Wells Fargo Mar 2021 - May 2022
    View
  • Wells Fargo
    Private Banking Advisor
    Wells Fargo May 2020 - Mar 2021
    Houston, Texas, United States
    View
  • Wells Fargo
    Senior Private Banker
    Wells Fargo Mar 2019 - May 2020
    Houston, Texas Area
    View
  • Morgan Stanley
    First Vice President, Senior Private Banker
    Morgan Stanley Nov 2014 - Feb 2019
    Houston, Texas Area
    View
  • Merrill Lynch/Bank Of America
    Vice President, Wealth Management Banker
    Merrill Lynch/Bank Of America May 2013 - Nov 2014
    Chicago, Il
  • Avenue 365 Lender Services
    National Account Executive
    Avenue 365 Lender Services Jan 2011 - Apr 2013
    View

Drew Nelson, Cfp® Skills

Mortgage Banking Refinance Mortgage Lending Loans Fha Wealth Management Loan Origination

Drew Nelson, Cfp® Education Details

Frequently Asked Questions about Drew Nelson, Cfp®

What company does Drew Nelson, Cfp® work for?

Drew Nelson, Cfp® works for Legacy25 Capital

What is Drew Nelson, Cfp®'s role at the current company?

Drew Nelson, Cfp®'s current role is Managing Partner.

What is Drew Nelson, Cfp®'s email address?

Drew Nelson, Cfp®'s email address is an****@****ley.com

What is Drew Nelson, Cfp®'s direct phone number?

Drew Nelson, Cfp®'s direct phone number is +191425*****

What schools did Drew Nelson, Cfp® attend?

Drew Nelson, Cfp® attended University Of Illinois At Urbana-Champaign.

What skills is Drew Nelson, Cfp® known for?

Drew Nelson, Cfp® has skills like Mortgage Banking, Refinance, Mortgage Lending, Loans, Fha, Wealth Management, Loan Origination.

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