Masters Of Business Administration, Mba
Louisiana Tech University
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Matt Nelson, Chfc®, Cpfa® Email & Phone Number
Vice President, Wealth Management Advisor, Sports & Entertainment Advisor
at
Merrill Lynch Wealth Management
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth Management Advisor, Sports & Entertainment Advisor
Location
Monroe, Louisiana, United States
Company size
Who is Matt Nelson, Chfc®, Cpfa®? Overview
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Quick answer
Matt Nelson, Chfc®, Cpfa® is listed as Vice President, Wealth Management Advisor, Sports & Entertainment Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Monroe, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Matt Nelson, Chfc®, Cpfa®.
Matt Nelson, Chfc®, Cpfa® previously worked as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Matt Nelson, Chfc®, Cpfa® holds Masters Of Business Administration, Mba from Louisiana Tech University.
Company email context
Email format at Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management
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Profile bio
About Matt Nelson, Chfc®, Cpfa®
I joined Merrill as a Client Associate in 2014 before moving on to being a Financial Advisor in 2015. I assist clients through a disciplined wealth management process to provide customized advice and recommendations. I grew up in a suburb of San Antonio before moving to Louisiana in 2009 to attend Louisiana Tech University on a football scholarship. While at Louisiana Tech, I earned my undergraduate degree in Finance in 3 years. I then went on to earn my Masters of Business Administration degree a year later. I also run a kicking academy, teaching other football players how to kick and punt.ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Listed skills include Time Management, Management, Leadership, Finance, and 11 others.
Current workplace
Matt Nelson, Chfc®, Cpfa®'s current company
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Merrill Lynch Wealth Management
1 role
Matt Nelson, Chfc®, Cpfa® work experience
A career timeline built from the work history available for this profile.
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Wealth Management Advisor, Vice President
Team & coworkers
Colleagues at Merrill Lynch Wealth Management
Other employees you can reach at ml.com. View company contacts for 45157 employees →
KH
Ken Hill, Cfp®, Crpc™, Cpfa™
Colleague at Merrill Lynch Wealth Management
Greater Philadelphia, United States
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DM
Dan Memo
Colleague at Merrill Lynch Wealth Management
Youngstown, Ohio, United States, United States
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AL
Alex Loucaides
Colleague at Merrill Lynch Wealth Management
Luton, England, United Kingdom, United Kingdom
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SW
Susie White
Colleague at Merrill Lynch Wealth Management
Raleigh, North Carolina, United States, United States
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JE
James Ebron
Colleague at Merrill Lynch Wealth Management
Greenville, North Carolina, United States, United States
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CV
Celeste Veth
Colleague at Merrill Lynch Wealth Management
Greensboro, North Carolina, United States, United States
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BC
Bradley Cardwell
Colleague at Merrill Lynch Wealth Management
Huntsville, Alabama, United States, United States
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DP
David Pohlen, Cfp®
Colleague at Merrill Lynch Wealth Management
Bloomington, Minnesota, United States, United States
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CS
Carmel Siniscalco
Colleague at Merrill Lynch Wealth Management
New York, New York, United States, United States
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HS
Haley Scaggs
Colleague at Merrill Lynch Wealth Management
Annapolis, Maryland, United States, United States
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Ken Hill, Cfp®, Crpc™, Cpfa™
Colleague at Merrill Lynch Wealth Management
Greater Philadelphia, United States
View →
DM
Dan Memo
Colleague at Merrill Lynch Wealth Management
Youngstown, Ohio, United States, United States
View →
AL
Alex Loucaides
Colleague at Merrill Lynch Wealth Management
Luton, England, United Kingdom, United Kingdom
View →
SW
Susie White
Colleague at Merrill Lynch Wealth Management
Raleigh, North Carolina, United States, United States
View →
JE
James Ebron
Colleague at Merrill Lynch Wealth Management
Greenville, North Carolina, United States, United States
View →
CV
Celeste Veth
Colleague at Merrill Lynch Wealth Management
Greensboro, North Carolina, United States, United States
View →
BC
Bradley Cardwell
Colleague at Merrill Lynch Wealth Management
Huntsville, Alabama, United States, United States
View →
DP
David Pohlen, Cfp®
Colleague at Merrill Lynch Wealth Management
Bloomington, Minnesota, United States, United States
View →
CS
Carmel Siniscalco
Colleague at Merrill Lynch Wealth Management
New York, New York, United States, United States
View →
HS
Haley Scaggs
Colleague at Merrill Lynch Wealth Management
Annapolis, Maryland, United States, United States
View →
2 education records
Matt Nelson, Chfc®, Cpfa® education
Bachelor'S Degree
Louisiana Tech University
FAQ
Frequently asked questions about Matt Nelson, Chfc®, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Matt Nelson, Chfc®, Cpfa® work for?
Matt Nelson, Chfc®, Cpfa® works for Merrill Lynch Wealth Management.
What is Matt Nelson, Chfc®, Cpfa®'s role at Merrill Lynch Wealth Management?
Matt Nelson, Chfc®, Cpfa® is listed as Vice President, Wealth Management Advisor, Sports & Entertainment Advisor at Merrill Lynch Wealth Management.
Where is Matt Nelson, Chfc®, Cpfa® based?
Matt Nelson, Chfc®, Cpfa® is based in Monroe, Louisiana, United States while working with Merrill Lynch Wealth Management.
What companies has Matt Nelson, Chfc®, Cpfa® worked for?
Matt Nelson, Chfc®, Cpfa® has worked for Merrill Lynch Wealth Management.
Who are Matt Nelson, Chfc®, Cpfa®'s colleagues at Merrill Lynch Wealth Management?
Matt Nelson, Chfc®, Cpfa®'s colleagues at Merrill Lynch Wealth Management include Ken Hill, Cfp®, Crpc™, Cpfa™, Dan Memo, Alex Loucaides, Susie White, and James Ebron.
How can I contact Matt Nelson, Chfc®, Cpfa®?
You can use AeroLeads to view verified contact signals for Matt Nelson, Chfc®, Cpfa® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matt Nelson, Chfc®, Cpfa® attend?
Matt Nelson, Chfc®, Cpfa® holds Masters Of Business Administration, Mba from Louisiana Tech University.
What skills is Matt Nelson, Chfc®, Cpfa® known for?
Matt Nelson, Chfc®, Cpfa® is listed with skills including Time Management, Management, Leadership, Finance, Financial Analysis, Investments, Wealth Management, and Corporate Finance.
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