DURHAM ORANGE ESTATE PLANNING COUNCIL

REGISTRATION IS NOW CLOSED! 

IF YOU WOULD LIKE TO ATTEND THIS EVENT,

PLEASE CONTACT SHARON DIRECTLY, AT slassiter38@nc.rr.com

THANK YOU! 

GUEST SPEAKER: RICHARD NELSON, CFA®, CFP®, AEP®

Associate Wealth Strategist

BNY Mellon Wealth Management

PRESENTATION TOPIC:

TAX LAW & CHARITABLE CONTRIBUTIONS 

Richard is an Associate Wealth Strategist based in New York.  In this role, Richard provides complex investment risk analysis, Estate Planning Reviews, Research and Modeling of WeaIth Management Strategies for The Private Wealth Portfolio Management Team, Family Wealth Advisors, and Wealth Strategists.  

Richard has been with BNY Mellon for 30+ Years and worked in various roles as Portfolio Officer, Associate Research Analyst, Financial Planner, and Trust Tax Team Manager. 

EDUCATION:

Master of Science, Taxation ,

Fairleigh Dickinson

Silberman College of Business

Bachelors Business Administration, Baruch College

CERTIFICATIONS:

Certified Financial Planner™

Charter Financial Analyst

Accredited Estate Planner™

MEMBERSHIPS:

Member, CFA Institute

Member, NYSSA

Member, Financial Planning Association

Member Estate Planning Council of Northern New Jersey

Member, National Association of Estate Planners & Councils