With the knowledge that comes with more than three 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. With a personalized approach, she delivers quality customer service tailored to each client’s unique needs. Her unwavering commitment to client success is evident in her approach to building strong relationships.

Trish joined Raymond James in 2012 after 25 years with Morgan Stanley. She began her career in 1988 as a Client Service Associate with Dean Witter, which later merged with Morgan Stanley. Her dedication and hard work led her to become a Registered Service Associate in 1997 where she supported top Financial Advisors for several years. In 2009, she took on the role of Complex Service Manager at Morgan Stanley, overseeing operational matters across six individual offices throughout Utah.

Beyond her professional accomplishments, Trish’s personal journey took her from the vibrant city of Las Vegas to the serene landscapes of Utah. In the year 2000, she made the deliberate move, driven by a desire to reconnect with her family. Trish’s parents, hailing from the historic town of Cedar City, provided the strong roots that called her back to the heart of Utah. As a third-generation rodeo competitor, she embodies the spirit of determination and resilience.

Trish is also a devoted mother of two beautiful daughters. As life unfolds, she embraces the joy of being a grandmother to a rambunctious grandson.

Trish and her husband, Aaron, are kindred spirits when it comes to their love for nature. They relish spending time outdoors, whether it’s riding their horses through scenic trails, camping with family & friends, fishing, perfecting their golf swings, or embarking on thrilling UTV adventures across rugged terrain. Their shared passion for the open air and adventure binds them together, creating lasting memories.

Trish’s passion for helping clients achieve their long-term financial goals is matched only by her excitement for life beyond the office. Her dedication to excellence and her genuine care for others make her an invaluable asset to the Raymond James team.

Contact Info

• Phone – 801-553-8999
• Email – trish.nelson@raymondjames.com

Certifications & Skills

• Chartered Retirement Planning Counselor (CRPC™)

Practice Areas

• Financial Planning
• Wealth Management
• Retirement Planning