Michael Nelson

Wealth Manager, First Republic Private Wealth 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 Private Wealth Management
New York
  • 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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