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.
Brett K. Nelson
Marketing Executive
(919) 845-1276
brett.nelson@ceteraadvisors.com
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...
Kenneth V. Nelson, CRPC, CRPS, AIF®, MBA, AIFA
President, Financial Advisor
(919) 845-1276
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...
Lisa J. Smith
Branch Operations Manager
(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....