Philip Nelson

Phil is an experienced wealth advisor with 15 years of industry experience focusing on providing tailored and timely financial and investment advice to his clients. He is backed by a team of outstanding professionals and a firm that always puts clients first. His goal is to help them succeed financially and work toward their life goals.

From financial planning to investment strategies, Phil’s recommendations are made solely in the interest of providing the highest value and benefit to his clients. He works closely with families and individuals such as young professionals, retirees and firefighters. He believes that truly successful financial planning begins with meaningful relationships rooted in trust. Whether clients are in the early stages of building wealth or facing complex retirement or estate planning choices, Phil is well-equipped to help them make confident decisions for their future. He takes the time to explain even complex financial concepts in a manner that makes them easy to understand.

Phil joined our team in March 2023. Previously in his career, he spent 15 years at Wells Fargo Advisors in a variety of roles, including recruiting director, productivity consultant and market and product strategy consultant. He holds Series 7 and 66 securities licenses and a bachelor’s degree in sociology from Randolph Macon College.

Phil is originally from Oakmont, Pennsylvania, and today lives in Tequesta, Florida, with his wife, Traci, and children, Richie and Maggie. In his free time, he enjoys golfing, fishing, boating and spending time with family and friends. He is also an avid fan of Pittsburgh sports and a volunteer coach for the Jupiter Tequesta Athletic Association in basketball, lacrosse and football.