Nelson M Kelly

Nelson M Kelly, CLU, ChFC, serves as the Branch Manager and Senior Director-Investments at Oppenheimer & Co. Inc. since July 2017. Prior experience includes roles as Senior Vice President/Financial Advisor at SunTrust Investment Services, Inc. from April 2012 to July 2017, Private Financial Advisor at Purshe Kaplan & Sterling from December 2010 to February 2012, Vice President/Financial Advisor at Wells Fargo Advisors from September 2003 to December 2010, and First Vice President at Scott & Stringfellow from May 2000 to June 2003. Nelson holds a Bachelor of Science degree in Economics/Business Administration from the University of Tennessee, Knoxville, completed in 1983, as well as the CLU and ChFC designations in Insurance and Financial Planning from The American College of Financial Services, obtained between 1992 and 1997. Educational background also includes graduation from Bearden High School in 1978.