vice president financial advisor
Nell joined Bogart Wealth after a 15+ year career in Wealth Management with BB&T. She graduated from the University of Virginia with a degree in US Government & Foreign Affairs with a strong concentration in Economics. Through her tenure with BB&T she guided and educated her clients in all areas of their financial lives and helped them to make decisions aligned with achieving their goals. Nell worked closely with other partners at BB&T and has gained valuable experience understanding personal credit, effective uses of insurance, commercial credit, the importance of cash reserves and estate planning.
Nell advises high net worth individuals and families on building, preserving and managing their wealth. She manages a client relationship by seeking to understand the client’s goals and financial needs, establishing a comprehensive financial plan and offering customized, innovative and appropriate solutions to the client. Nell continually seeks to expand her knowledge of financial topics to be an expert for her clients. Nell currently holds the CFP® designation and is currently enrolled in the CIMA® certification program.
Nell enjoys spending time with her immediate and extended family both in Virginia as well as Florida. She enjoys traveling, genealogy research, reading and interacting with friends. She is a member of the West Springfield Rotary Club and actively enjoys the many community service programs that the club sponsors.
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