Gary Steve Nelson has over twenty years of expertise in Financial Services with experience as a registered principal, registered representative and insurance agent.  He earned a BBA in Business Administration from the University of Miami and an MBA in Finance from Nova Southeastern University. Gary is an active member of industry compliance and operations associations, including NSCP, FTPA and IARFC and currently enrolled to sit examination for the Investment Adviser Certified Compliance Professional® (IACCP®) designation.


  • University of Miami - B.B.A. in Business Administration
  • Nova Southeastern University - MBA in Finance

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