Nelson Capital
Nelson Capital offers highly personalized service incorporating a deeper understanding of our clients’ lives because the decisions you make during life’s transitions have a dramatic impact on your future. The opinions expressed in this post are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. It is only intended to provide education about the financial industry. As always, please remember that investing involves risk of loss of principal and capital. Nelson Capital Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Nelson Capital Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Nelson Capital Management, LLC unless a client service agreement is in place. Likes and dislikes are not considered an endorsement for our firm.
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Verified contacts
12
available on Kipplo
LinkedIn employees
22
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
4
tools in use
Monthly traffic
76
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- KB
Kelly Bojo
Office Manager · Operations
EmailPhone - BN
Brooks Nelson
President · General Business & Management
EmailPhone - DS
Darcy Smoot
Partner, CIO · Information Technology
EmailPhone - EN
Evan Nelson
Relationship Manager, Cfp · Other
EmailPhone - AO
Ann Oglesby
Senior Analyst · Finance & Accounting
EmailPhone - CD
Chrissy Dianda
Research Analyst · Research & Development
EmailPhone - DH
Donald Horton
Research Analyst · Research & Development
EmailPhone - SP
Steve Philpott
Certified Financial Planner · Finance & Accounting
EmailPhone - TG
Tiffany Garcia
Assistant Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Nelson Capital
9 distinct titles indexed · top 9 shown.
- 3research analyst
- 2assistant portfolio manager
- 1certified financial planner
- 1microbiz cloud point of sale
- 1office manager
- 1partner, cio
- 1president
- 1relationship manager, cfp
- 1senior analyst
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