• Trish Nelson, CRPC®

    Assistant Branch Manager

With the knowledge that comes with more than 3 decades of experience in the financial services industry, Trish believes the cornerstone of a successful client relationship is the mutual trust and respect that develops over time. Trish is deeply committed to helping clients realize their long-term financial goals by providing quality customer service designed to each client’s specific needs.

Trish joined Raymond James in 2012 after 25 years with Morgan Stanley. She began her career as a Client Service Associate with Dean Witter, which later merged with Morgan Stanley. She became a Registered Service Associate in 1997 where she assisted top Financial Advisors for several years. In 2009 she became the Complex Service Manager for Morgan Stanley. Trish was responsible for the supervision of approximately 60 support staff members and all operational issues within 6 individual offices throughout the state of Utah.

Trish was born and raised in Las Vegas, Nevada. Wanting to get back to her family roots, she moved her family from Las Vegas to Utah in 2000. Her parents are Utah natives born and raised in Cedar City. Trish is the mother of two beautiful daughters and grandmother to a rambunctious grandson. She is a third-generation competitor in the sport of Rodeo. Trish and her husband, Aaron enjoy spending time with their horses along with many other outdoor activities such as camping, fishing, UTV adventures, rodeo, and golf.