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) 845-3339

(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) 796-9907

(919) 845-1276

ken.nelson@ceteraadvisors.com

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) 845-3339

(919) 845-1276

lisa.smith@ceteraadvisors.com

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....