Rob Nelson, President and owner, brings 31 years of financial planning experience to Nelson Wealth Management. Prior to starting his own firm, Rob spent 6 years with Smith Barney in Reno, Nevada, and 10 years with Merrill Lynch in Scottsdale, Arizona.
Rob Prides himself on the in-depth, comprehensive and personal nature of his client relationships. "Honest, fun, intelligent, witty, impressive, professional and current" are words used often by clients to describe Rob. Attention to detail, good listening and great empathy are hallmarks of his client interactions.
In 1995, 1996 and 1997, Rob was a member of Smith Barney's Blue Chip Council, a designation given to the firms' top advisors. While at Merrill Lynch, Rob earned the designation of Certified Financial Manager. He was also certified as a Special Needs Advisor working with families of children with disabilities.
In 2019, Rob moved from Arizona to Blue Springs, Missouri and is still adjusting to the change of seasons and cold winters. Rob spends his free time with his teenage twins Jack and Taylor or on the golf course.