Nelson Negron Jr
Wealth Management Advisor
a little bit about me
Nelson puts his passions to work in and out of the office. As a father of a child with Autism, his greatest role is as an advocate for his clients as well as other families dealing with similar disabilities. His son’s disability has become a source of inspiration to help other families.
With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major financial decisions. Nelson firmly believes that it is imperative to build trust with clients to help them identify, communicate and pursue their financial goals. He’s more than just an advisor; he’s a friend.
Nelson will provide them with top-tier customer service and cater to their individual needs, Nelson, advocates for the client, and his personal mission is to ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions or recommending investment platforms all while providing a “White-Glove” level of service.