Elaine Nelson

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

537 E Nelson St

Suite 101,

Lexington, VA 24450-2730

About me

Background

I am a Financial Advisor with Truist Wealth, offering clients more than 30 years of financial services, retirement planning, and investment management experience, and provide my clients with customized financial plans and recommendations designed to help them meet their unique goals and dreams. I simplify complicated investment issues through client education, thoughtful investment management and regular communication, and believe 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

I’m a member of the Dabney S. Lancaster Community College Foundation Board, where I am a past board president, treasurer, past investment and finance committee chair, and currently serve on the scholarship committee. I initiated and also serve 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, VA. 

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

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