Cell Phone
830.816.5131
Location
San Antonio (TX) - Boerne
Specialty
Individual Wealth Management, Retirement Plan Consulting, Financial Wellness
Zip Code
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Matt Nelson
MANAGING DIRECTOR
Matt has been in the financial services industry for over two decades. Due to Matt's tenure, he has a wealth of experience assisting high-net-worth individuals to work through a multitude of financial challenges to develop a holistic approach to wealth management and asset protection. He also works with many large corporations throughout the Midwest and Southwest handling their retirement plans. Specifically, he consults with plan sponsors regarding fiduciary protection, vendor search, and selection as well as face-to-face participant education.
Matt's approach to these services begins with a strong relationship with his clients by understanding their needs, listening to concerns, then coordinating with tax and legal experts to develop a holistic plan.
Matt loves raising his two daughters in the Boerne and Kendall County community and is very active in supporting the local community.
Matt's involvement includes serving on the Boerne Public Library Foundation Board, Leadership Boerne Class of 2016, Boerne Kendall County Economic Development Corporation Member and Events Sub-Committee, Boerne Chamber, Kendall County Fair and a Kendall County 4-H volunteer. In his spare time, Matt enjoys spending time with his two girls Sophie and Lexie. He is an avid outdoorsman and enjoys playing golf, hunting, skiing and traveling.
Matt earned his bachelor's degree from Kansas State University and has received several prestigious industry awards. He holds the following licenses and designations: Accredited Investment Fiduciary (AIF®), FINRA 65 registration as well as life and health insurance licensed in multiple states.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
