Press Release provided by School for Advanced Research
The School for Advanced Research Board of Directors welcomes two new members
The School for Advanced Research Board of Directors has welcomed two new members. Douglas L. Nelson of TCI Wealth Advisors and Julie S. Rivers of Gerber & Bateman, PA were elected during the Board’s biannual meeting on February 27, 2016.
Doug is a CPA and investment advisor based in Santa Fe with an office in Incline Village/Reno and clients in many cities around the United States. Since 2007 he has been a shareowner in TCI Wealth Advisors, having merged his Incline Village firm of AQN Advisors into TCI, which also has offices in Tucson, Scottsdale, Flagstaff, Denver and Santa Monica. He regularly received national recognition as a top wealth advisor. His specialties include integrating clients’ lifestyle goals with their family wealth p
lans and multigenerational wealth planning. He is a member of the American Institute of Certified Public Accountants Personal Financial Planning Division, the New Mexico Society of Certified Public Accountants, the Santa Fe Estate Planning Council and the Rotary Club of Santa Fe. Doug is treasurer of New Mexico Lawyers for the Arts, former treasurer of the Lake Tahoe Shakespeare Festival and former Board member of the American Red Cross-Northern Nevada chapter. In 2011, he published his book, Art, Artists and Money.
TCI Named Top 100 Firm in U.S. by Barron’s
Sep 25, 2024Financial Advisor Magazine Ranks TCI Among Top RIAs for 2024
Aug 20, 2024Sam Swift, CFA, CFP®, AIF® interviewed on CBS Affiliate, KOLD 13 News
Aug 5, 2024Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
Jun 3, 2024TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024TCI Ranked as Top 2023 Denver-Area Wealth Management Firm
Jan 24, 2024Phoenix Business Journal Ranked TCI Among Largest Wealth Managers in Phoenix
Jan 18, 2024