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The Nelson Wood Nelson Team

Private Wealth Advisors




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About us

The Nelson Wood Nelson Team

The Nelson Wood Nelson Team works with affluent individuals, families, businesses and nonprofit institutions to address a range of financial needs. We differentiate ourselves in four key ways:

Depth: Our team is deep in human capital and experience. We work as a cohesive group drawing on our collective strengths. We have the size to get things done expediently. With both senior and junior members of the team we are aligned to work across generations understanding the specific needs and concerns of different life stages.

Offerings: As a team within the Private Banking & Investment Group at Merrill Lynch we draw on the strength and vigor of a global financial leader. From investment offerings, research capabilities, wealth transfer strategies and services we harness the capabilities of Merrill Lynch making expansive resources concrete and meaningful to clients.

Niche: We understand the special requirements of affluent individuals and nonprofit institutions. If wealth management is to be done properly it cannot be mass produced. We customize our strategies to reflect client needs. We have specific experience in areas that require niche knowledge: liquidity events, options, concentrated/restricted stock management and institutional governance.

Service Ethic: We look to ingrain ourselves in clients’ financial lives helping them address long term issues and day to day tasks. We meet with clients frequently not only for quarterly updates, but for educational seminars, market briefings, family events and social gatherings. We truly are privileged to serve and bring that mindset to our client interactions all day every day.

Client Profile

We work with corporate executives, business owners, entrepreneurs, families and institutions throughout the Southwest. We advise clients at critical points in their financial lives devising strategies, streamlining operations and integrating efforts to promote client interests.

We welcome the opportunity to speak in depth about our offerings and edge.

Individual and Families:

  • Concentrated and restricted stock management
  • Liquidity event services
  • Options
  • Investment management
  • Wealth transfer strategies
  • Residential and commercial lending
  • Philanthropy
  • Non-profit Organizations, Endowments and Foundations:

  • Investment management
  • Governance
  • Fiduciary Oversight Assistance
  • Philanthropic consulting and strategy

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    Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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