Matt Nelson, Chfc®, Cpfa®
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Matt Nelson, Chfc®, Cpfa® Email & Phone Number

Vice President, Wealth Management Advisor, Sports & Entertainment Advisor at Merrill Lynch Wealth Management
Location: Monroe, Louisiana, United States 1 work role 2 schools
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Current company
Merrill Lynch Wealth Management
Role
Vice President, Wealth Management Advisor, Sports & Entertainment Advisor
Location
Monroe, Louisiana, United States
Company size
45157 employees

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 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.

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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
Merrill Lynch Wealth Management
Vice President, Wealth Management Advisor, Sports & Entertainment Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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1 role

Matt Nelson, Chfc®, Cpfa® work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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SN Scarlett Norman Scarlett Norman Colleague at Merrill Lynch Wealth ManagementPresidente Prudente, São Paulo, Brazil View → TK Thompson, Krista Thompson, Krista Colleague at Merrill Lynch Wealth ManagementGreater Madison Area, United States View → LA Linda Anyaegbu Linda Anyaegbu Colleague at Merrill Lynch Wealth ManagementElmont, New York, United States View → WR Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® Colleague at Merrill Lynch Wealth ManagementLufkin, Texas, United States View → SV Steven Vanhorn Steven Vanhorn Colleague at Merrill Lynch Wealth ManagementDallas, Texas, United States View → NB Nick Boulton Nick Boulton Colleague at Merrill Lynch Wealth ManagementTacoma, Washington, United States View → JH Jennifer Holland Jennifer Holland Colleague at Merrill Lynch Wealth ManagementGreater Indianapolis, United States View → HJ Heather Johnston Heather Johnston Colleague at Merrill Lynch Wealth ManagementRocky River, Ohio, United States View → BT Bala Trichy Iyer Bala Trichy Iyer Colleague at Merrill Lynch Wealth ManagementBuckhurst Hill, England, United Kingdom View → JJ Jeffrey Jones Jeffrey Jones Colleague at Merrill Lynch Wealth ManagementHuntsville, Alabama, United States View →
2 education records

Matt Nelson, Chfc®, Cpfa® education

Masters Of Business Administration, Mba

Louisiana Tech University

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 Scarlett Norman, Thompson, Krista, Linda Anyaegbu, Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®, and Steven Vanhorn.

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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