SCOTT B. NELSON

**** *********** ***** **** ****, Colorado 80124 303-***-****

MAJOR STRENGTHS & ACHIEVEMENTS

Certified Financial Planner and Certified Senior Advisor with over 20 years experience.

Areas of expertise include investment counseling, retirement and estate planning.

Business specialization in retirement income planning, distribution and tax minimization.

Personally marketed and conducted numerous financial workshops on various topics.

Experience has enabled the mastering of interpersonal skills. Adept at transforming complex

issues into comprehensible matters, at all levels of sophistication.

Effective in a consultative position. Keen listener inspiring trust and confidence.

Utilize a values-based, empathetic philosophy in developing long term client relationships; leading to the timely gathering of 100% of client assets.

Thoroughly trained and experienced in providing account management and

maintenance, as well as personalized, on-going professional service.

Successfully completed two industry leading sales training and management courses.

Professional experience and formal education have directed proficiency of organizational

and analytical skills. Practical approach in conducting research and analysis using state

of the art computer software to assist in developing optimal client-centered strategies.

Focused, driven, performance-oriented with a positive attitude to succeed.

PROFESSIONAL EXPERIENCE

NELSON FINANCIAL ADVISORY, Denver, CO 1996-Present

Financial and Retirement Planner (Self-Employed). Conducted financial workshops for

state employees, labor union members and numerous retiree organizations. Services offered

include all facets of retirement, investment, risk and estate planning.

MAJESTIC CORPORATION, Westminster, CO 1993-1996

Financial Advisor. Assigned existing clientele to manage and service while simultaneously

generating new business. Primary emphasis on tax-deferred, conservative investments.

PLANAMERICA, Arvada, CO 1990-1993

Financial Counselor. Advised credit union members regarding personal financial management.

Worked closely with management in developing effective marketing strategies including

conducting educational workshops.

SOUTHERN CONNECTICUT FINANCIAL GROUP, Stamford, CT 1988-1990

Financial Consultant. Marketed and sold financial products to corporate executives and young

families. Prepared individual tax returns.

CIGNA FINANCIAL ADVISORS, Edison, NJ 1986-1988

Financial Advisor. Completed industry-renowned training program. Marketed and recommended

estate, business and retirement planning services to professionals and business owners.

PROFESSIONAL LICENSES EDUCATION

* Certified Financial Planner UNIVERSITY of NEVADA

* Certified Senior Advisor M.S., Agric. Economics

* INSURANCE: Life, Health & Variable Contracts UNIVERSITY of DELAWARE

* NASD Registered Representative: Series 6, 22 & 63 B.S., Agric. Business Mgt.

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