Durham-Orange Estate Planning Council Lunch Meeting

Date: Tuesday, May 9, 2023
Time: 11:45am - 1:00pm
Location: Hope Valley Country Club -- Durham
Speaker: Richard Nelson, CFA®, CFP®, AEP®

DURHAM-ORANGE ESTATE PLANNING COUNCIL

LUNCH MEETING -- TUESDAY, 5.9.2023 --- 11:45 A.M. -- 1:00 P.M. 

HOPE VALLEY COUNTRY CLUB -- DURHAM 

GUEST SPEAKER: RICHARD NELSON, CFA®, CFP®, AEP®

Associate Wealth Strategist

BNY Mellon Wealth Management

PRESENTATION TOPIC: SECURE ACT 2.0 

 

Richard is an Associate Wealth Strategist based in New York.  In this role, Richard provides complex investment risk analysis, Estate Planning Reviews, Research and Modeling of Wealth Management Strategies for The Private Wealth Portfolio Management Team, Family Wealth Advisors, and Wealth Strategists.  

Richard has been with BNY Mellon for 30+ Years and worked in various roles as Portfolio Officer, Associate Research Analyst, Financial Planner, and Trust Tax Team Manager. 

EDUCATION:

Master of Science, Taxation ,

Fairleigh Dickinson

Silberman College of Business

Bachelors Business Administration, Baruch College

CERTIFICATIONS:

Certified Financial Planner™

Charter Financial Analyst

Accredited Estate Planner™

MEMBERSHIPS:

Member, CFA Institute

Member, NYSSA

Member, Financial Planning Association

Member Estate Planning Council of Northern New Jersey

Member, National Association of Estate Planners & Councils

 

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