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Gloria Nelson

Head of Marketing Communications and Client Experience

Gloria Nelson is a strategic marketing executive with a proven track record in developing and implementing comprehensive marketing strategies to improve the client journey, strengthen brand recognition, and achieve business objectives.

She specializes in marketing strategy, communications, content marketing, digital marketing, client experience, wealth management, personal and corporate retirement, consumer insights & research, and team building.

Gloria pursued her MBA at Virginia Commonwealth University's Graduate School of Business after completing a Bachelor of Science degree at Pennsylvania State University.

She also enhanced her skills by studying at the SIFMA Securities Industry Institute at the University of Pennsylvania's prestigious Wharton School.

Throughout her career, Gloria has held key positions such as Head of Marketing Communications & Client Experience at Janney Montgomery Scott LLC, Executive Director at UBS overseeing Investment Solutions, Banking, and Corporate Marketing, and consultancy roles at The North Highland Company, Morgan Stanley Wealth Management, Merrill Lynch Investment Managers, and Merrill Lynch Global Wealth Management.

Gloria Nelson
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Location

Greater Philadelphia