About Trevor Nelson
Trevor Nelson, CFP®, is a Managing Director, Wealth Management, Stock Plan Director, Financial Wellness Director, and Financial Advisor at Morgan Stanley. He started his career within the financial industry in 1993 at Merrill Lynch and joined Morgan Stanley in 2021.
Trevor has built his career through providing knowledge, insights, and white glove service on navigating a variety of complex financial situations, including financial offerings and workplace benefits. He can provide insights on how to navigate these complex situations in relation to his clients' personal financial goals. He is passionate on simplifying and providing resources to help his clients comprehend and fully understand financial situations and best paths and strategies to have the desired result.
Trevor received his Bachelor of Science in Economics from Southern Methodist University (SMU) in Dallas Texas. He holds the Certified Financial Planner™ - CFP®, certification and Series 7 and 66 licenses.
Trevor resides in Vienna, VA with his incredible wife of over 20 years who has led various divisions in some of the largest tech companies in the world, his two daughters, and their dog Sawyer. Outside of work, Trevor enjoys golf, wine, and travel, especially to Hawaii. He also is passionate about giving back to his local community through being a volunteer recreational lacrosse coach and being a supporter for the Wolf Trap National Center for the Performing Arts.
Trevor is honored to be featured on America's Top 1,200 Advisors by Barron's Magazine from 2012-2018. The prestigious honor is selectively awarded to financial advisors who've met Barron's high standards for assets under management, revenue generated, quality of practice and overall client satisfaction.
Awards Disclosures:
Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com (Awarded 2012-2018). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Contact Information:
Trevor Nelson, CFP®
Managing Director, Wealth Management,
Stock Plan Director, Financial Wellness Director,
Financial Advisor
Trevor.Nelson@morganstanley.com
Tel: 202-292-5404
NMLS#: 643857
https://advisor.morganstanley.com/trevor.nelson
Securities Agent: ME, MI, MN, MO, MS, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 643857