ABOUT Carolyn Greenwood Nelson

I am a licensed broker committed to understanding my clients’ unique financial goals and providing tailored strategies to meet their needs. I combine high-tech tools with personalized service, ensuring my clients receive both cutting-edge resources and dedicated attention. Whether assisting online or in face-to-face meetings, I work closely with clients to develop customized financial plans and guide them on the best investment steps to achieve their objectives.

To deliver exceptional results, I collaborate with a top-notch team, ensuring every process from the beginning of a transaction through its closing is executed smoothly and efficiently. My meticulous approach and team-driven support guarantee clients experience clarity, confidence, and professionalism at every stage.

Outside of my practice, I am an active member of the Women’s League of Huntington. I am married and live with my husband, Jordan, and our daughters, Mia and Juliet. In my free time, I enjoy spending time with friends and family and helping with our family-owned restaurant.

Qualifications

• Dually registered as both a Broker and Investment Adviser
• Industry/Product Exams Passed: 2
• State Securities Law Exams Passed: 2

Specialties

Experience

With over 20 years of experience in financial advising and portfolio management, Carolyn has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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