Michael Nelson

Wealth Manager, First Republic Investment Management

New York

Industry Accolades

Best-In-State Wealth Advisors
Forbes, 2018 - 2022

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Michael Nelson

Wealth Manager, First Republic Investment Management

New York

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Wealth Management Experience Since 1999
Michael Nelson is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Nelson joined First Republic in 2022. Prior to joining First Republic, Mr. Nelson was a Managing Director at Merrill Lynch Wealth Management. He brings with him over two decades of wealth management experience. Mr. Nelson serves corporate clients, focusing on retirement planning.
Community Involvement
Mr. Nelson has been active in his local community and a volunteer coach for boys’ youth sports teams for over a decade.
Professional Designation
Mr. Nelson holds several designations, including Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA). Mr. Nelson attended TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education, where he earned the C(k)P® Certified 401(k) Professional Designation. After completing the educational component at the Wharton School of Business and passing a comprehensive exam, he was awarded the CIMA® designation by the Investments & Wealth Institute™. Mr. Nelson is also a CERTIFIED FINANCIAL PLANNER™ professional

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