Trevor Nelson believes a comprehensive financial plan starts with strong personal connections and a deep understanding of what matters most to every individual and their family, beyond just the numbers.

Trevor has always appreciated the value of investing in the financial markets and the effect it has on growing wealth. Trevor co-founded a landscaping company which he managed throughout college while maintaining professional relationships across the country. He also played collegiate lacrosse for four years and helped his team compete at the national level. Immediately after graduation he began his financial career by obtaining the FINRA Series 7 and NASAA Series 63 Licenses. He continued as a Representative for Fidelity Investments before joining the team at Cornerstone Financial Partners as a Financial Advisor in August of 2025.

A graduate of the Colorado Mesa University, Trevor holds a Bachelor’s degree in Business Administration: Finance. He uses his knowledge within the markets and interpersonal skills to understand clients’ goals to align them with suitable investment strategies and comprehensive financial plans. Trevor holds the Series 7, 63, and 65 securities registrations with Raymond James.

Financial Planning Expertise

• Prepares thorough goal planning analysis for clients’ annual financial planning sessions
• Compiles clients’ Net Worth and Income statements
• Prepares Raymond James Investment Overview Reports for client meetings
• Maintains in-depth knowledge of securities types and investment vehicles

Practice Support

• Supports the practice’s Managing Director with preparation for client financial planning sessions and year end reviews
• Conducts cost basis reporting and adjustments
• Processes account servicing documents and check deposits
• Assists with general money movement and trading activities

Education and Specialized Training

• B.S., Business Administration: Finance, Colorado Mesa University
• Series 7, 63, 65 licenses

Community Involvement

• Volunteers for Portsmouth Youth Lacrosse
• Acts as an investment advisor to several local non-profit organizations’ boards

Trevor resides in Portsmouth, NH. In his free time, he enjoys exploring new local restaurants and engaging in active activities such as tennis, golf and basketball. He is also an avid supporter of the Celtics, Red Sox, and Patriots.