Derek Nelson, CFP®, has a diverse background in financial services, beginning with an associate role at Ashland Partners from May 2011 to January 2014. Derek then joined UBS, where responsibilities included Registered Client Service Associate, Financial Advisor, and Wealth Strategy Associate from January 2014 to November 2015. Currently, Derek serves as a Senior Wealth Strategy Associate at UBS, a position held since March 2023. Academically, Derek graduated with a Bachelor's degree in Accounting from Pacific University in 2011 and completed secondary education at Brookings Harbor High School from 2003 to 2007.
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