Nelson Brown

Director - Financial Planning at Edelman Financial Engines

Nelson Brown, AWMA, CMFC has over 20 years of experience in the financial industry. Nelson started their career as a Financial Advisor at Morgan Stanley in 1999, and then moved to Charles Schwab in 2000 as an Investment Specialist II. After working at Charles Schwab for five years, they joined Edelman Financial Engines in 2006 as a Director - Financial Planning, where they currently hold a position.

Nelson Brown, AWMA, CMFC, holds a Bachelor of Arts degree from Louisiana State University, which was obtained in 1998. Prior to that, they attended Brother Martin High School, but no specific degrees or fields of study are mentioned. In addition to their education, Nelson also holds various certifications including the Accredited Wealth Management Advisor and the Chartered Mutual Fund Counselor, both obtained from the College for Financial Planning. Nelson has also obtained several industry certifications from FINRA, including the Series 31, Series 65, Series 66, Series 7, and Series 9/10. No specific months or years are provided for the certifications.

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Previous companies

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Timeline

  • Director - Financial Planning

    November, 2006 - present