Aaron Nelson

Aaron Nelson has been with Waverly Advisors since 2015 and serves as a Wealth Advisor for the Firm’s former Emerant Wealth Division.  His primary responsibilities include developing client relationships, assisting with clients’ comprehensive financial planning and managing investment portfolios for investors. Aaron has over 22 years of experience as an investment consultant and has previously worked for Morgan Keegan and AMN Investments. Aaron and his wife reside in Birmingham and have three children, two of which are twins.

Education

• Bachelor of Science in Mathematics- The University of Georgia, Athens, GA

Community Involvement

• Birmingham Sunrise Rotary Board, Fundraising
• Birmingham Jewish Foundation Board
• Temple Emanu-El Brotherhood Board
• Paul Harris Fellow

Ask Me About

• Positioning your investment portfolio to align with your needs and risk objectives
• Why it is important to have a well-crafted wealth management plan before retiring
• How you can save money without giving up returns simply by choosing the right investment vehicles
• My time living in Israel
• Being a Georgia Bulldog living in Alabama
• Owning my own business