Nelson Negron

I put my passions to work in and out of the office. As a father of a child with Autism, my greatest role is as an advocate for my clients as well as other families dealing with similar disabilities. My son’s disability has become a source of inspiration for me to help other families. With this experience, I have accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major financial decisions. I firmly believe that it is imperative to build trust with clients to help them identify, communicate and pursue their financial goals. I am more than just an advisor; I am a friend. I will provide clients with top-tier customer service and cater to their individual needs. I advocate for the client, and my personal mission is to ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions or recommending investment platforms all while providing a “White-Glove” level of service.