My Background

CJ Nelldell, Registered Representative & Agent

 

Degreed in accounting and finance, my financial process offers a solution as unique as each client's situation.  My approach to financial strategies involves the coupling of theory with reality as I help those I serve navigate their personal, business, and estate planning concerns.

Depending on your needs, I can tailor strategies to help protect your family's lifestyle and future; or prepare for major financial events such as, transitioning a business, developing a sound retirement plan, protecting your assets, or creating liquidity for your estate (to name a few). If you're wondering about my qualifications, you might find it reassuring to know that I am a Registered Representative licensed to offer securities through NYLIFE Securities, LLC, and an agent licensed to sell insurance through New York Life Insurance Company. In addition, my practical experience dates back 15 years ago, and includes work with entities like the FDIC, British Petroleum (BP), PricewaterhouseCoopers, Morgan Stanley, and Mercedes-Benz.  I also possess entrepreneurial experience in the areas of business buyouts, and fashion. I hold a Bachelors of Science degree from Southern University and A&M College, have participated in New York Life's well-known training program (NYLIC University), I've acheived New York Life's Executive Council1 membership on 3 occasions (2016, 2017, and 2018) in the three years since starting my practice, and in 2018 joined the top 1% of financial professionals in the world when I qualified for membership to the Million Dollar Round Table (MDRT).

My proclamation for why you should choose me as your financial professional goes beyond my background, but because I am a tenacious, dedicated, resourceful, 'outside of the box' thinking professional who loves the work he does in his chosen field of endeavor, who is confident in his ability to listen and solve problems, and who is never willing to stop learning so I can serve you better.  If you're looking for someone that's ready to put their expertise and experience to work for you, contact me today for your complimentary situation analysis.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

1Awarded by New York Life Insurance Company for outstanding sales achievements.
 
 
 

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