David NelsonCFA®, AIF®

Director, Private Wealth Advisor

Contact:
703.584.7467
Education:
Columbia University, MBA Finance and International Finance
University of California, Berkeley, BA Biological Sciences/Cellular Biology
Life, Annuity and Health Insurance Licensed
Series 7 and 63 Securities Licensed

David Nelson is part of our team in Vienna, VA and works on the Verdence Investment Committee. David’s expertise in high-net-worth wealth management complements the variety of inclusive services provided by our team of professionals. Prior to joining Verdence, David was with Hightower Advisors in Reston, VA where he worked with ultra-high-net-worth individuals and their families, providing transparent advice and unique investment opportunities.

Get to know David!

If you were stranded in the desert, what 3 things would you want to have with you and why?

“Water, a hat, and a magic lamp. I’d need to survive long enough to decide what I want to wish for. Could take some time!“

If you were not a financial advisor, what would you be?

“A biologist.”

What makes you happy?

“My family.”

3 words that describe David:

“Genuine, Curious, Creative”