Claudia Nelson-Woodard resides in West Orange, NJ with her husband Russell and her son Mason. She is driven by her ability to connect with others and to help business owners and individuals successfully plan for their future. Claudia believes in a “serve first” philosophy that has enabled her to develop solid long-term relationships with her clients. She is a true client advocate utilizing a very unique approach to helping clients reach their full financial potential. Claudia continues to make a difference in the lives of many professionals, business owners, families as well as individuals each and every day.
Before working with NEPC, Claudia worked for Bankers Life and Casualty. Her past experience in the insurance business has truly helped her develop strong recommendations for her current clients. Prior to working with Bankers, Claudia maintained management roles at companies such as: Working Mother Media, The Wall Street Journal, and The Walt Disney World Company.
In her practice she focuses on a client-centric approach to assist her clients with tax efficient wealth maximization strategies. Claudia as part of the NEPC team of advisors, works hard to educate, advocate, and develop customized plans to help clients exceed their financial goals. Her devotion to continuing education and research provides her with the ability to remain on the cutting edge of today’s demanding financial needs, which grants significant advantages to her clients. Her planning strategies include: wealth accumulation, estate planning, wealth distribution, effective insurance planning, proper allocation for a budgeted lifestyle, tax efficient retirement strategies, Long-Term Care planning and protection for individuals with special needs children and their family members.
Claudia understands all too well that there is no one-size fits all formula when it comes to individuals and their financial circumstances. Therefore, her ability to tap into premier industry resources to provide a customized plan is of paramount importance to her clients.
Marketing/Communications Major, University of Central Florida
Financial Representative of Guardian