Colton Groome & Company’s Retirement Plan team is growing! Colton Groome & Company is pleased to announce the recent appointment of David “Dave” Nelson as its new Retirement Plans Specialist.
Dave brings 15 years of financial experience to the firm with 8 of those being specific to Retirement Plans. He began his career at Morgan Stanley Dean Witter as a financial advisor in 1999. Through the years, Dave went on to work at J.P. Morgan Chase, Fidelity Investments, and most recently Ameritas Retirement Plans, where he was a Regional Sales Consultant working with advisors and plan sponsors to implement strategies to improve a plan’s overall health and better suit client’s needs.
In his new role as Colton Groome’s Retirement Plan Specialist, Dave will help businesses design, structure, and maintain successful retirement plans that fit their individual needs and reach their financial goals. He will work to reduce their fiduciary liability, enhance investment due diligence, assure reasonable plan costs through routine benchmarking analysis, and provide industry-leading participant education.
Dave holds two Retirement Plan specific credentials, the Accredited Investment Fiduciary through fi360 and Chartered Retirement Plans Specialist through the College for Financial Planning. The Accredited Investment Fiduciary® (AIF®) Designation has been the mark of commitment to a standard of investment fiduciary excellence. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans.
Dave holds a B.S. in Family Financial Management from The Ohio State University, and an M.B.A. in International Business from Xavier University. He lives in Sylva, North Carolina with his wife Margo, and their Bernese Mountain dog, Solomon. He enjoys spending time exploring the Asheville area, as well as hiking the mountains of Western North Carolina. He also enjoys spending time volunteering with organizations abroad. Dave has worked with Addis Ababa, Ethiopia through Missionaries of Charity providing hospice care, and Global Volunteers in Chennai, India teaching English to children.
“We are thrilled to have Dave join our team…” Matt Groome, Colton Groome & Company’s Vice President and Director of Retirement Plans stated. “Dave brings an abundance of knowledge and experience in the retirement plan industry to the firm, and will help ensure Colton Groome continues its commitment to provide excellent service to its clients.” For direct inquiries on Colton Groome & Company’s new addition, please call the firm directly at (828) 252-1816.