Adam Nelson, CFP®, CFA®
Wealth Advisor
Adam Nelson brings a breadth of knowledge and experience to United Capital Financial Advisors in the Seattle office, joining the team in 2024. As part of the team, Adam enjoys spending time on investment research and portfolio management, as well as working collaboratively with clients on financial plans and getting to know them on a personal level. He is passionate about combining comprehensive financial planning with investment management, focusing on how money decisions, investing, and behavioral psychology interact.
Adam began his career in the financial industry during the Global Financial Crisis in 2008. Since that formative time, he has held various roles in the industry and has been an Investment Adviser since 2017. Adam earned his bachelor’s degree from the University of Washington in 2008. In 2016, Adam earned his Chartered Financial Analyst designation from the CFA Institute and is also a CERTIFIED FINANCIAL PLANNER™.
In his spare time, Adam maintains a long list of hobbies and interests, including playing and watching sports (baseball, golf, running), chess, painting, and bonsai. He shares a home in Gig Harbor, Washington, with his wife and three daughters, and enjoys being active outdoors with his family.
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