Nelson
Brown

AWMA™, CMFC™

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Nelson Brown

Here to act in your best interests

About me

With more than two decades of experience as a financial planner, I’m committed to ensuring my clients understand their investments and make informed choices that help lead them to a rewarding retirement. When I’m not working, I enjoy my time as a volunteer Boy Scout Leader and kicking back with my family on exciting vacations.

Certifications

Accredited Wealth Management Advisor™

Chartered Mutual Fund Counselor™

Education

Bachelor of Arts, Louisiana State University

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Visit one of our Locations

New Orleans I - Metairie

3900 N. Causeway Blvd.
Suite 100
Metairie, LA 70002

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Baton Rouge

8342 Perkins Road
Suite M
Baton Rouge, LA 70810

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New Orleans II - Mandeville

4 Sanctuary Boulevard
Suite 200
Mandeville, LA 70471

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health