For Nelson, owning and operating financial services office is a continuation of a family tradition. His exposure to the financial industry took place at an early age due to his father’s ownership of the investment firm Burbank and Company. His father’s firm would later merge with A.G. Edwards and Sons, Inc. in 1982 which enabled the company to enter the Northeast.
He began his career as a financial analyst in the reinsurance industry and later went on to work for Congoleum Corporation as supervisor of operations analysis. During Nelson’s tenure, he was involved in Congoleum’s financial leveraged buyout, which was the largest of its kind in corporate America at that time. In 1984, Nelson left his position at Congoleum to become an investment advisor at A.G. Edwards and Sons. After 30 years at the company, it was acquired by Wells Fargo Advisors and he became their first vice president. In May of 2013, he established York Investment Partners and is the managing director.
Nelson holds Series 7, 63 and 65 securities registrations as a registered representative, Investment Advisor Representative and is the Managing Director of York Investment Partners. He also holds Annuity and Life Insurance licenses in Florida, Massachusetts, New Hampshire and Maine.
Originally from Reading Massachusetts, Nelson is a graduate of Boston University School of Management and New Hampshire College. He holds a BS/BA in accounting and an MBA in Finance. He lives in York Harbor, Maine with his wife Joan and has two adult daughters, Alexis and Whitney.
Raymond James does not provide tax or accounting services.