Cheri Nelson
Director of Operations | Wealth Plan Specialist at Vision Wealth Strategies, LLC
- Role
- Director of Operations Wealth Plan Specialist at Vision Wealth Strategies, Llc
- Location
- Worcester County, MA, US
- LinkedIn followers
- 500 followers
About Cheri Nelson
Experienced Client Service Associate with a demonstrated history of working in the financial services industry. Skilled in Event Planning, Microsoft Excel, Customer Service, Microsoft Word, and Sales. Strong support professional with a Bachelor\'s degree focused in Child Development from Colby-Sawyer College.Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC.Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Vision Wealth Strategies, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Vision Wealth Strategies unless a client service agreement is in place.Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.
Experience
Director of Operations Wealth Plan Specialist
Jan 2014 — Present · Westborough, MA, US
Education
Colby-Sawyer College
Bachelor's degree, Child Development
2006 — 2010
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