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Holly Nelson
Advisor
Holly specializes in risk management and wealth preservation strategies.
About
Holly Nelson is a risk management specialist with extensive experience in developing comprehensive wealth preservation strategies. Her expertise includes portfolio risk assessment, insurance planning, and asset protection. She has developed proprietary risk assessment models that help identify and mitigate potential threats to family wealth, ensuring long-term preservation across market cycles.
Education
FRM
Global Association of Risk Professionals (2012)
MS in Risk Management
Boston University (2009)
Areas of Expertise
- Risk Management
- Asset Protection
- Insurance Planning
- Portfolio Risk Assessment