Michael Nelson

Wealth Manager, First Republic Investment Management

New York

Industry Accolades

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

Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Michael Nelson

Wealth Manager, First Republic Investment Management

New York

Email me

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

Email me

Check the background of the firm and its investment professionals on .