Curtis B. Nelson, CPWA®, CRPS®
Senior Vice President,
Financial Advisor
Direct:
(610) 408-6592(610) 408-6592
My Mission Statement
We help families and individuals protect and grow their hard earned wealth and navigate life transitions by creating customized wealth strategies and financial plans .
My Story and Services
Drawing on more than three decades of experience, Curt Nelson crafts comprehensive wealth management strategies for a select clientele of high-achieving business owners, executives, medical professionals and their families. Curt devotes significant time to each relationship, helping his clients make informed financial decisions and implementing a disciplined investment process designed to help keep them on track to reaching their goals.
Curt began his wealth Management career in 1990 at Shearson Lehman Brothers, a Morgan Stanley predecessor firm. He moved to Merrill Lynch in 2008, where he spent thirteen years before returning to Morgan Stanley in 2021. Curt graduated from Clarion University of Pennsylvania in 1985 and has continued his financial services education ever since. He is a Certified Retirement Plan Specialist®, and has earned the Certified Private Wealth Advisor designation from the Investments and Wealth Institute at Emory University.
Committed to giving back to his community, Curt served as Chairman of the Board and a board member at Safe Harbor of Chester County, a 40-bed shelter serving homeless men and women. He is also a past corporate board member for The YMCA of the Upper Mainline and Conestoga Youth Lacrosse.
As one of the more significant risks to his client’s long-term financial security is their health, Curt encourages his clients to be "wealth and health" disciplined. He enjoys talking with clients about healthy eating and staying fit, and hosts events specifically for that purpose. Practicing what he preaches, Curt is an active CrossFit athlete. He has hiked four of Colorado’s “14ers,” plays golf and paddle tennis, shoots trap and is an active runner who has completed seven marathons. He is also an active member of Overbrook Golf Club, The Union League of Philadelphia , South Fork Country Club and St David’s Church. In his down time, Curt enjoys reading, walking his dogs Hank and Ryder and spending time with his family. Curt and his wife, Kerry, live in Wayne, Pennsylvania and have three children.
Curt began his wealth Management career in 1990 at Shearson Lehman Brothers, a Morgan Stanley predecessor firm. He moved to Merrill Lynch in 2008, where he spent thirteen years before returning to Morgan Stanley in 2021. Curt graduated from Clarion University of Pennsylvania in 1985 and has continued his financial services education ever since. He is a Certified Retirement Plan Specialist®, and has earned the Certified Private Wealth Advisor designation from the Investments and Wealth Institute at Emory University.
Committed to giving back to his community, Curt served as Chairman of the Board and a board member at Safe Harbor of Chester County, a 40-bed shelter serving homeless men and women. He is also a past corporate board member for The YMCA of the Upper Mainline and Conestoga Youth Lacrosse.
As one of the more significant risks to his client’s long-term financial security is their health, Curt encourages his clients to be "wealth and health" disciplined. He enjoys talking with clients about healthy eating and staying fit, and hosts events specifically for that purpose. Practicing what he preaches, Curt is an active CrossFit athlete. He has hiked four of Colorado’s “14ers,” plays golf and paddle tennis, shoots trap and is an active runner who has completed seven marathons. He is also an active member of Overbrook Golf Club, The Union League of Philadelphia , South Fork Country Club and St David’s Church. In his down time, Curt enjoys reading, walking his dogs Hank and Ryder and spending time with his family. Curt and his wife, Kerry, live in Wayne, Pennsylvania and have three children.
Securities Agent: GA, HI, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, CO, AK, AL, AR, AZ, CA, CT, WY, DC, DE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 533837
NMLS#: 533837
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
899 Cassatt Rd
Ste 100
Berwyn, PA 19312
US
Direct:
(610) 408-6592(610) 408-6592
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Curtis B. Nelson today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
