Nelson Negron Jr.

  Nelson is a down-to-earth family man who lives out his faith in both his personal and professional life. Being a dad to a child with Autism has deepened his empathy and sharpened his advocacy skills, not just for his clients but for families facing similar hurdles. His own journey has fueled a passion to lend a helping hand to those in similar situations.

With a solid foundation in his Christian beliefs and over a decade of experience,  Nelson brings practical wisdom to his work, especially when guiding clients through big financial changes. He knows that building trust and forming genuine connections are key to helping people express and pursue their financial goals. Nelson isn't just an advisor; he's someone you can count on as a trusted friend and ally.

Nelson's commitment to delivering exceptional service means he tailors his approach to fit each client's unique needs. Whether it's crafting retirement plans, navigating investments, or addressing the financial challenges of special needs, he handles each situation with care and precision.

From values-based investing to specialized planning for families with special needs, Nelson offers a range of services designed to meet people where they are. Rooted in his faith and fueled by his desire to serve, Nelson is ready to walk alongside his clients with the warmth and dedication of a cherished friend.