Nelson Greene is a Business Development Coordinator at Financial Solution Advisors, PLLC. Nelson works closely with individuals and families to help them prepare for a purpose-filled retirement.
Nelson received his bachelor’s and master’s degree from the University of North Florida, located in Jacksonville, Florida. He has earned the CFP®️ certification, which is considered to be the standard of excellence in financial planning. This designation allows him to serve clients who may have complex planning needs across various aspects of financial life, such as tax and estate planning, risk management, investments, and retirement planning. Prior to joining Financial Solution Advisors, Nelson worked with a boutique investment management firm based out of Chicago that specializes in equity and derivative investments. He has also held various leadership roles in financial technology, banking, and institutional wealth management.
Outside of his work and education experience, he has also been involved with a number of local non-profit organizations such as Take Stock in Children, the United Way of Northeast Florida, and Big Brothers Big Sisters. Nelson resides in Jacksonville, Florida with his wife Brittani. They are expecting their first child in February 2022. In their free time, they enjoy the beach and other water-related activities.