Nelson brings 4 decades of financial services experience to Farther, having managed commercial groups for major international institutions like BBVA (later acquired by PNC Bank).
He understands that a business owner’s success requires a plan that accounts for every variable—at the office and at home. Nelson is a Certified Exit Planning Advisor® with a B.S. in Finance from Louisiana State University and is a graduate of Executive Management Programs at both the University of Texas at Austin and IESE International University in Europe. Nelson’s mission is to provide the high-level, global perspective that empowers entrepreneurs to turn their life's work into a purposeful and secure future.
Nelson leverages this experience to help Farther build a network of bank-related products commonly used by its clients. With his own client base, Nelson focuses on helping owners of privately held businesses with all things financial — focusing first on the elements of planning, whether related to corporate, personal, and/or employees.
Nelson is a trustee and past chairman of the Gator Bowl organization and is deeply involved in the Florida business and non-profit community. He lives in Jacksonville Beach, Florida, with his wife of 30+ years, Judy.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
