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Scott Nelson

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Scott Nelson

Scott Nelson

CFA®, CFP®

Senior Wealth Manager

Scott joined Boulay Financial Advisors, LLC in 2019 and has more than 10 years of experience in wealth management, financial planning and portfolio analysis. Scott provides wealth management services to individuals and assists clients in defining and achieving their financial goals and objectives.

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Involvement

  • Financial Planners Association — Member/Committee Volunteer
  • BestPrep — Summer Camp Volunteer
  • CFAMN Book Club

Education

    • San Francisco State University — MBA
    • University of Minnesota — B.A. Finance and Accounting
    • Chartered Financial Analyst®
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • FINRA Series 66 registered

Personal Interests

    • Taking in the art and music scene of the Twin Cities
    • Repurposing junk to create art
    • Playing golf and tennis, biking the great trails of the upper Midwest

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.