Norman E. Nelson,

Congratulations to Norman Nelson on

• Being named to Forbes' list of Best-In-State Wealth advisors in 2020, 2021, 2022 & 2023
  
• Achieving Membership in Raymond James:
  • Chairman's Council* from 2003 to 2020, 2023.
    
  • President's Club* in 2021 and 2022.
    

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1."
–Warren Buffett

Norm has established a proprietary, discretionary business practice for high-net worth individuals with a keen eye toward the disciplines espoused by William J. O’Neil, Founder of Investor’s Business Daily and bestselling author of the book How to Make Money in Stocks: A Winning System in Good Times and Bad.

A native Philadelphian, he earned his Bachelor of Science Degree in Accounting from the Pennsylvania State University in 1983. After spending several years as a Certified Public Accountant, he parlayed his interests and experiences into a career in financial services. Since 1988, Norm has developed skills as a financial service advisor at both regional and multinational firms. Prior to joining Raymond James in 2002, he served his expanding client base at Janney Montgomery Scott, Prudential Securities, and Donaldson, Lufkin & Jenrette (now UBS).

Board Affiliations include:

• Member of Investment Committees at both Temple Beth Hillel-Beth El and the Jack M. Barrack Hebrew Academy
• Past Board member of Temple Beth Hillel-Beth El in Wynnewood, Pennsylvania
• Former Board member of the Heritage Conservancy of Bucks County Investment Committee
• 2008 Super Sunday Co-Chair with wife Holly -- major fund-raising campaign which raised $1,000,000 for Jewish Federation of Greater Philadelphia
• Previous member of the National Football League Players Association Financial Advisors Association
• Prior member of the Raymond James Governmental Affairs Council
• Past member of the Raymond James Mutual Fund Advisory Council

2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

*Membership for Raymond James & Associates advisors is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.