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M. Ashley Nelson, CFP®

M. Ashley Nelson, CFP®

Financial Representative

Followers of M. Ashley Nelson, CFP®333 followers
location of M. Ashley Nelson, CFP®New York City Metropolitan Area

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  • Timeline

  • About me

    Managing Director - Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 774066

  • Education

    • University of Connecticut

      -
      Bachelor of Arts Communication Sciences

  • Experience

    • Northwestern Mutual

      Nov 2001 - Jun 2005
      Financial Representative

    • Wachovia Bank

      Jun 2005 - Jan 2010
      Senior Financial Specialist

    • Wells Fargo

      Jan 2010 - Jan 2018
      Premier Banker

    • Wells Fargo Private Bank

      Jan 2018 - now

      • Private Wealth Advisor, NMLSR ID: 774066

        Jan 2022 - now

      • Senior Private Banker, NMLSR ID: 774066

        Jan 2018 - Dec 2021

  • Licenses & Certifications

    • Certified Financial Planner ™

      Certified Financial Planner Board of Standards, Inc