Carter Nelson
Client Relations Associate at William Blair
Based in Atlanta, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Atlanta
Industry
Financial Services
Company size
2.4K
Contact information
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c•••••••@williamblair.com
Phone
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Background
About Carter Nelson
My current position as a retirement plan consultant with Corebridge Financial allows me to help teachers and other not for profit and government employees with their retirement planning. Helping bridge the gap between now and retirement. I am a fully licensed representative having earned my Series 7, Series 66, SIE, Life and Health insurance, Variable insurance licenses. Past positions which I held at Auburn University allowed me to build lasting relationships and I am bringing that experience to my role Securities and investment advisory services offered through VALIC Financial Advisors, Inc.(VFA), member FINRA, SIPC and an SEC-registered investment adviser. VFA is a member of Corebridge Financial, Inc.
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