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Brian Nason, Private Wealth Advisor serving the Winston-Salem, NC area - Ameriprise Advisors

Brian Nason

MBA, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Nason, Brown & Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor SM
  • Master of Business Administration

Education

  • Bachelor of Arts in Accounting and Business Management -North Carolina State University
  • Masters of Business Administration-Western Carolina University

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • Ameriprise Client Experience Award, 2020-2021

Community participation

I am a lifetime sponsor of the Jamestown, NC chapter because I believe in preserving our North Carolina coastal wetlands.

  • Duck's Unlimited

Interests

  • I enjoy spending time with my wife and son.
  • My hobbies include working in the yard, shag dancing, and exercising.
  • A relaxing day for me is 18 holes of golf...come join me!