Nelson Negron 

Professional Profile

As a Financial Advisor at Merrill Lynch, Nelson focuses on helping clients achieve their financial goals. Through financial strategies, careful asset allocation and investing to help achieve long-term goals.

Nelson has 12 years of experience in the Financial Services Industry, where in the past he has had the opportunity to deal with High Net Worth Individuals, Families and Business Owners. He has helped many of them come up with a plan to help reach their financial goals, personally as well as for their businesses. With the Merrill Lynch Wealth Management Process, Risk Evaluation, Goal Assessment and Industry Leading Research, Nelson has the tools needed to put together a customized plan that may assist you in reaching your goals. Nelson strives to provide exemplary service as well as a commitment to consistent reviews of your portfolio to help determine if your plan still meets your current financial goals and needs.

Nelson is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specially qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, he can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. He holds a Certified Special Needs Advisor(CSNA) designation, which is an internal Merrill Lynch self-study curriculum based on helping families with special needs planning situations.

On the Personal side, Nelson lives in Friendswood, Tx with is wife and three children. He is active in his childrens' school and sports activites as well as being an active member of his church.

Wealth Management Banking
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Hela Anton, Vice President, Wealth Management Banker, supports your Financial Advisor and his/her team. Hela has been in the banking industry since 1994 and joined Bank of America in 1994.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com