Skip to main content

global navigation

Elaine Nelson

Elaine S. Nelson, CFP®
Assistant Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

537 E Nelson St

Suite 101,

Lexington, VA 24450-2730

Elaine.Nelson@Truist.com

Phone 540-319-6083

Fax 540-464-5721

Get directions

See all locations

About me

Background

Elaine Nelson is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. She provides her clients with customized financial plans and recommendations designed to help them address their unique goals and dreams. She simplifies complicated investment issues through client education, thoughtful investment management, and regular communication, and believes that long-term relationships are built on high-quality service and a proven investment discipline.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

University of Virginia 1970 1973
BA - American Civilization
Meredith College 1977 1978

Personal Interests

Elaine serves as the volunteer executive director of Coffeehouse of Rockbridge, a nonprofit organization that provides a networking, social, and entertainment experience for adults with physical and cognitive disabilities who live in or near Rockbridge County, Virginia. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

See all locations
To
Reverse trip
  Reverse trip
Loading location info... Loading the directions...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

You're about to leave Truist.com

By selecting Continue, you acknowledge you're leaving the Truist website to enter a third-party website or app. We've provided this link for your convenience, but make no endorsements for the content, privacy, or security policies outside of our domain.

Would you like to continue?

Continue

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}