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Nicholas Nelson
Nicholas Nelson
Vice President, Advisory Solutions | SHP Financial
Boston, Massachusetts, United States
Nicholas Nelson
Summary
Nicholas Nelson is a seasoned financial professional currently serving as the Vice President of Advisory Solutions at SHP Financial. With a strong focus on holistic financial planning, he leverages the 'SHP Retirement Roadmap' to create tailored strategies that encompass income, investments, tax, healthcare, and legacy planning. Nicholas has a solid background in independent financial advice, retirement income strategies, and investment management. He studied at Saint Michael's College, where he earned a Bachelor of Science in Business Administration with a finance minor, and also had an enriching study abroad experience at Bond University. His leadership role at SHP Financial highlights his expertise in navigating complex financial landscapes and guiding clients towards their retirement goals. Nicholas is passionate about providing customized solutions that meet the unique needs of each client, ensuring a secure financial future. He is committed to continuous professional development and staying updated on emerging trends in the financial sector.
Nicholas Nelson
Work Experience
Vice President, Advisory Solutions at
SHP Financial
February 2023 - Present
Advisor, Director of Advisory Solutions at
SHP Financial
June 2016 - February 2023
Nicholas Nelson
Education
January 2013 - January 2013
Saint Michael's College, Bachelor Of Science (Bs) In Business Administration (B.B.A)
January 2014
Frequently Asked Questions about Nicholas Nelson
What is Nicholas Nelson email address?
Nicholas Nelson's primary email address is *******@shpfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nicholas Nelson work for?
Nicholas Nelson is a Vice President, Advisory Solutions at SHP Financial, a company specializing in Functions related to depository banking.
Where Nicholas Nelson graduated from?
Nicholas Nelson holds a degree in Study Abroad from Bond University.
How can I directly contact Nicholas Nelson?
To contact Nicholas Nelson directly, you can use the email address *******@shpfinancial.com. Complete contact information is available upon registration with Muraena.
Who is Nicholas Nelson?
Nicholas Nelson is a seasoned financial professional currently serving as the Vice President of Advisory Solutions at SHP Financial. With a strong focus on holistic financial planning, he leverages the 'SHP Retirement Roadmap' to create tailored strategies that encompass income, investments, tax, healthcare, and legacy planning. Nicholas has a solid background in independent financial advice, retirement income strategies, and investment management. He studied at Saint Michael's College, where he earned a Bachelor of Science in Business Administration with a finance minor, and also had an enriching study abroad experience at Bond University. His leadership role at SHP Financial highlights his expertise in navigating complex financial landscapes and guiding clients towards their retirement goals. Nicholas is passionate about providing customized solutions that meet the unique needs of each client, ensuring a secure financial future. He is committed to continuous professional development and staying updated on emerging trends in the financial sector.
Nicholas`s contact details
*******@shpfinancial.com
Colleagues
Chief Operations Officer (COO)
Owner / Managing Partner