Phillip Nelson, CFA, CFP(r)

Experience

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  SunTrust

  Aug 1996 - Apr 2013

  Client Advisor

  I engaged wealthy families and successful business owners in Investment Management and Financial Planning.

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  Wells Fargo Private Bank

  May 2013 - Aug 2018

  Wealth Advisor

  Specialized in financial planning and investment management for entrpreneurs and their families, corporate executives and complex families with multi-generational family wealth.

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  Meadow Creek Wealth Advisors, LLC

  Aug 2018 - Mar 2024

  Owner and Partner

  Founding partner and 25% owner with three other equal partners of Meadow Creek Wealth Advisors, LLC; an independent Registered Investment Advisor (RIA) located in Atlanta with successful clients throughout the Southeastern United States. Helped grow the firm to approximately a half Billion dollars in Assets Under Management. Principally focused in Investment Management and working with successful Entrepreneurs in planning for the most efficient financial positioning and tax minimization pre, during and after the transition of their businesses to another owner. Also worked with high income earners, real estate professionals, recipients of significant wealth for other reasons (inheritance, lawsuit settlement, etc), as well as families with legacy wealth to help educate, prepare, and enhance the tax efficient structuring and risk/return profile of their and non-financial assets. Show less

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  Ferguson Sharpiro, LLC

  Apr 2024 - now

  Investment Advisor and Financial Planner

  I am an equal partner with 3 other industry veterans providing financial planning and investment management services to business owners, corporate executives, real estate entrepreneurs, highly compensated professionals, and complex families that have legacy family wealth. Specialties include customized investment management portfolios to best position clients for financial goal attainment, business owner planning to help entrepreneurs as they contemplate exit options for the ownership of their company, peace of mind in knowing that spouses and children will be appropriately cared for over time via Estate Planning and Trusts, proactive consultation with clients as their situation or laws change to help them maximize their ability to support future generations and/or charitable causes. Show less