Dana Nelson
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Springfield, MO 65804
Credentials
Series 63, Series 65
Industry experience
39 years
About
Dana Nelson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Dana joined the Springfield, Missouri Merrill office in 1986 and works with clients to understand their investment objectives and involvement preferences. Dana collaborates with clients to develop strategies that align with their mindset, approach, and investment goals, utilizing the resources of Merrill Lynch Wealth Management and Bank of America for investment, banking, and lending services.
Dana holds a Bachelor's degree in Accounting from Missouri State University, earned in 1997. Dana has earned the Certified Investment Management Analyst® (CIMA®) designation since 2002 and the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2013. Additionally, Dana holds the Personal Investment Advisor (PIA) credential.
Dana contributes to the community through involvement with Crosslines and King's Way United Methodist Church.
Expertise
Wealth management
General retirement planning
Retirement income strategy
Charitable giving & philanthropy
General estate planning guidance
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1986 - Present (40 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jon V
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
Nathan Z
CFP®, Series 66
Springfield, MO
Edward Jones
Kyle N
CFP®, Series 66
Republic, MO
Edward Jones
Jason F
Series 66
Springfield, MO
Edward Jones
Justin H
Series 66
Springfield, MO
Edward Jones
Kelly N
CFP®, Series 66
Republic, MO
Edward Jones
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