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David Nelson serves as the Managing Trust Officer of Gateway Trust Services. David works with high-net worth individuals planning through the complexities of wealth transfer and preservation.
Nelson has 30 years of experience in Trust and Estate Administration. He is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Certified Trust and Fiduciary Advisor (CTFA), and Accredited Trust and Financial Advisor (ATFA) designations.
Nelson earned a Master of Business Administration in International Business from Pittsburg State University and a Bachelor of Arts from Western Illinois University. Nelson is a board member of the Young Scholars of Bartlesville, the Treasurer and Secretary of Green Country Village and the founder and President of the Padre Ron Robertson Foundation. He is the past chair of the Bartlesville Redevelopment Trust Authority.