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10604 Bent Twig Drive
Raleigh, NC 27613

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Nelson Wealth Advisors

(919) 845-3339

 

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. With a combined 49 years of financial services experience, we can help you create an approach that is designed to address your individual situation.

 
Ken has worked in the financial industry for over 27 years. Before co-founding Nelson Wealth Advisors, he was a Financial Advisor with Wachovia Securities, Morgan Keegan & Company, and Sterne Agee Financial Services. He received his BS...

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Lisa J. Smith

Branch Operations Manager

(919) 845-3339

(919) 845-1276

Lisa has worked in the financial industry for over 24 years. Before co-founding Nelson Wealth Advisors, her previous positions included registered sales assistant, operations manager and financial advisor with Wachovia Securities, A.G....

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Brett has worked in the financial industry with Nelson Wealth Advisors for over 5 years. He is Ken's oldest son and is responsible for the marketing efforts of Nelson Wealth Advisors. His duties include newsletter distribution, seminar...

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