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Anna Nelson, CSPG®

Anna NelsonAnna Nelson is a fee-only independent financial advisor and financial planner for Ely Prudent Portfolios, LLC. She has nearly a decade of experience in the financial services industry.

As a Certified Specialist in Planned Giving from the American Institute for Philanthropic Studies, Anna specializes in helping non-profit organizations achieve their financial and organizational goals. She also focuses on helping families and individuals realize their personal and charitable financial objectives.

Anna is a member of the Shreveport Tax and Planning Council. She has been very active working with youth through Young Life as a volunteer. She was most recently a board member for Cheyenne Young Professionals and a participant in Leadership Cheyenne. Anna is a member of the Colorado Planned Giving Roundtable and is also a member of the Partnership for Philanthropic Planning.

Anna graduated from California State University, Chico before joining Hyatt Hotels, in Chicago as a hotel manager. In addition to her experience as a financial advisor, she has worked as an assistant branch manager for Wachovia Bank and as an advisor assistant for a major brokerage firm.