Durham-Orange Estate Planning Council Lunch Meeting
REGISTRATION IS NOW CLOSED!
IF YOU WOULD LIKE TO ATTEND THIS EVENT,
PLEASE CONTACT SHARON DIRECTLY, AT firstname.lastname@example.org
GUEST SPEAKER: RICHARD NELSON, CFA®, CFP®, AEP®
Associate Wealth Strategist
BNY Mellon Wealth Management
TAX LAW & CHARITABLE CONTRIBUTIONS
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 WeaIth 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.
Master of Science, Taxation ,
Silberman College of Business
Bachelors Business Administration, Baruch College
Certified Financial Planner™
Charter Financial Analyst
Accredited Estate Planner™
Member, CFA Institute
Member, Financial Planning Association
Member Estate Planning Council of Northern New Jersey
Member, National Association of Estate Planners & Councils