The Nelson Wood Nelson Team

Private Wealth Advisors

The Nelson Wood Nelson Team

Private Wealth Advisors
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The Nelson Wood Nelson Team works with affluent individuals, families, businesses and nonprofit institutions to address a range of financial needs.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Additional Resources

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Grady West III

Wealth Strategist

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Daniel R Nelson

Barron’s Top 1,200 Financial Advisors in March 2019

F Michael Wood

Barron’s Top 1,200 Financial Advisors in 2017, 2018, and 2019

Financial Times –“Top 400 Financial Advisers”  2017, 2018, and 2019

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Robert A Nelson

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Nelson Wood Nelson Team

The Nelson Wood Nelson Team works with affluent individuals, families, businesses and nonprofit institutions to address a range of financial needs. We differentiate ourselves in four key ways:

Depth: Our team is deep in human capital and experience. We work as a cohesive group drawing on our collective strengths. We have the size to get things done expediently. With both senior and junior members of the team we are aligned to work across generations understanding the specific needs and concerns of different life stages.

Offerings: As a team within the Private Banking & Investment Group at Merrill Lynch we draw on the strength and vigor of a global financial leader. From investment offerings, research capabilities, wealth transfer strategies and services we harness the capabilities of Merrill Lynch making expansive resources concrete and meaningful to clients.

Niche: We understand the special requirements of affluent individuals and nonprofit institutions. If wealth management is to be done properly it cannot be mass produced. We customize our strategies to reflect client needs. We have specific experience in areas that require niche knowledge: liquidity events, options, concentrated/restricted stock management and institutional governance.

Service Ethic: We look to ingrain ourselves in clients’ financial lives helping them address long term issues and day to day tasks. We meet with clients frequently not only for quarterly updates, but for educational seminars, market briefings, family events and social gatherings. We truly are privileged to serve and bring that mindset to our client interactions all day every day.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Client Profile

We work with corporate executives, business owners, entrepreneurs, families and institutions throughout the Southwest. We advise clients at critical points in their financial lives devising strategies, streamlining operations and integrating efforts to promote client interests.

We welcome the opportunity to speak in depth about our offerings and edge.

Individual and Families:

  • Concentrated and restricted stock management

  • Liquidity event services

  • Options

  • Investment management

  • Wealth transfer strategies

  • Residential and commercial lending through Bank of America, N.A.

  • Philanthropy

Non-profit Organizations, Endowments and Foundations:

  • Investment management

  • Governance

  • Access to Fiduciary Services

  • Philanthropic consulting and strategy


*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Nelson Wood Nelson Team