Derek Nelson, Cfp®, Crps®
About Derek Nelson, Cfp®, Crps®
Derek Nelson is a Wealth Strategy Associate at UBS, where he has worked since 2014. He specializes in providing personalized wealth management and financial guidance to corporate executives in Lake Oswego, OR.
Work at UBS
Derek Nelson has served as a Wealth Strategy Associate at UBS since 2014, accumulating ten years of experience in this role. He operates out of Lake Oswego, Oregon, where he focuses on providing personalized wealth management services. His responsibilities include offering proactive financial guidance to successful executives. Nelson collaborates with a team to develop comprehensive planning strategies tailored to the needs of business owners, individuals, and families.
Education and Expertise
Derek Nelson earned a Bachelor's degree in Accounting from Pacific University, where he studied from 2007 to 2011. He also completed his high school education at Brookings Harbor High School from 2003 to 2007. His educational background provides a solid foundation for his expertise in wealth management, particularly in coordinating complex financial details for corporate executives. He specializes in investment management, equity compensation plans, and managing large concentrations of company stock for clients.
Background
Before joining UBS, Derek Nelson worked as an Associate at Ashland Partners from 2011 to 2014 in Jacksonville, Oregon. This role contributed to his development in the financial services industry and equipped him with the skills necessary for his current position. His experience spans various aspects of wealth management, focusing on the unique financial needs of corporate executives and their families.
Achievements
Derek Nelson holds the Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS®) designations, reflecting his commitment to professional development in the financial planning field. His expertise includes coordinating deferred compensation and benefits for clients, which enhances his ability to provide tailored financial strategies. Nelson's involvement in wealth management has positioned him as a knowledgeable resource for executives seeking comprehensive financial guidance.