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Carolyn Greenwood Nelson

CRD# 2081477 Broker & Financial Advisor
Carolyn Greenwood Nelson, Expert Trader, Stock Broker, Financial Consultant, Investment Advisor
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About Carolyn

I am a licensed broker committed to understanding my clients’ unique financial goals and providing tailored strategies to meet their needs. I combine high-tech tools with personalized service, ensuring my clients receive both cutting-edge resources and dedicated attention. Whether assisting online or in face-to-face meetings, I work closely with clients to develop customized financial plans and guide them on the best investment steps to achieve their objectives.

To deliver exceptional results, I collaborate with a top-notch team, ensuring every process from the beginning of a transaction through its closing is executed smoothly and efficiently. My meticulous approach and team-driven support guarantee clients experience clarity, confidence, and professionalism at every stage.

Outside of my practice, I am an active member of the Women’s League of Huntington. I am married and live with my husband, Jordan, and our daughters, Mia and Juliet. In my free time, I enjoy spending time with friends and family and helping with our family-owned restaurant.

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Qualifications

  • 2 General Industry/Product Exams
  • 2 State Securities Law Exams

Specialties

High-Net-Worth (HNW) Wealth Management Portfolio Construction Digital Currency Investments Stock Portfolio Management Tactical Asset Allocation

Location

450 FALLS AVENUE, SUITE 101, TWIN FALLS, ID 83301

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My Portfolio

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Carolyn Greenwood Nelson
CRD# 2081477
2000+ copiers
7 Days PnL
+$381,658.16
7 Days ROI
159.02%
7 Days MDD
1.06%
Online Copiers
1,024
+999
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Client Testimonials

★★★★★

"Carolyn and her team were extremely easy to work with and accommodating. They were very patient in answering all my Qs and doubts through the process."

- Dr. Michael Tanaka, Cardiologist

★★★★★

"The entire process was very easy and cost effective. I highly recommend!"

- Sarah Chen, Tech Executive

★★★★★

"Carolyn is my super hero. She protected my assets from downturns."

- David Rodriguez, Commercial Real Estate Investor

★★★★★

"Carolyn's business acumen is invaluable. She maximized my profits and minimized taxes."

- Olivia Patel, Restaurant Franchise Owner

★★★★★

"Carolyn builds wealth, not just manages it. Her strategy brought us financial security."

- James & Elizabeth Wilson, Retired Entrepreneurs

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PARTNERS

Dedicated professionals committed to your financial success

Kenneth Michael Larkin

Broker & Financial Advisor

With over 20 years of experience, Kenneth specializes in retirement income strategies and tax-efficient investing.

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Carolyn Greenwood Nelson

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Carolyn focuses on comprehensive wealth management for high-net-worth individuals and business owners.

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Richard Sung-Mo Han

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Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.

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Emma Pearl Gibson

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Emma leads our investment research team, specializing in stock analysis and portfolio construction.

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Kyle Allen Richards

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Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.

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Brenda Lee Ford

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Brenda specializes in creating sustainable retirement income plans.

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Kyle Brian Thomas

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Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.

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