Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Nelson Dias is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client’s unique financial picture, offering access to investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment professionals, among others.
With over 20 years of professional experience in investment planning, insurance, consumer finance, and banking, Nelson brings a diverse perspective to his financial advisory role. He emphasizes personal service and professional integrity, working closely with clients to develop financial strategies designed to pursue their long-term goals. Nelson holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Massachusetts.
Outside of his professional commitments, Nelson values spending time with his family. He is married with two teenage children and enjoys various sports and recreational activities, including baseball, basketball, biking, football, golfing, soccer, table tennis, and traveling. Nelson also participates in community volunteer work, reflecting the Merrill tradition of community involvement.
Bank of America N.A.
2018 - Present (8 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
Wells Fargo Clearing Services, llc
2016 - 2018 (2 years)
Wells Fargo Advisors, Llc
2014 - 2016 (2 years)
CFP®, CFA®
Fall River, MA
South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
CFP®, CFA®
Bristol, RI
Experience Your Wealth, LLC
Hi there! We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Nevada (Gage), Washington (Launa) and Georgia (Ashley) as we operate remotely and work with clients from all around the US. We provide virtual, fee-only financial planning services to travel-loving families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between investing for the future, but also experiencing life now. Furthermore, we specialize in helping clients that have >$400,000 of household income and one (or more) of the following: - Young kids - Equity compensation (ISOs, NSOs, ESPP, RSUs,) - Business or aspiring to own a business - >$2 million net worth Our team includes Certified Financial Planners (CFP®), a Certified Student Loan Professional (CSLP®), a Chartered Financial Analyst (CFA), a Financial Paraplanner Qualified Professional (FPQP®), a Licensed Marriage and Family Therapist (LMFT) and a Certified Financial Therapist (CFT-I™) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life. We are fortunate to have been named to: - 2020 Investments News 40 Under 40 - 2020 Business Insider Top 23 Financial Planner for Millennials - 2021 Financial Advisor Magazine Top 10 Young Advisor to Watch - 2022 Investopedia Top 100 Financial Advisor We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. Disclaimer: We can't work with clients who don't like dogs!
CFP®, Series 66
Bristol, RI
Edward Jones
CFP®, Series 63, Series 65, Series 66
Barrington, RI
Edward Jones
Series 66
Bridgewater, MA
Edward Jones
Series 63, Series 65
Bridgewater, MA
Edward Jones
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
