Phil Nelson Email & Phone Number
Partner, Helius Wealth Management | Wealth Management Advisor, RJFS @ Raymond James
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Phil Nelson Location
- West Palm Beach, FL, US
Phil Nelson Work
- 2023 -now Partner, Helius Wealth Management | Wealth Management Advisor, RJFS @
- 2018 -2023 Recruiting Director @
- 2015 -2018 Vice President - Productivity Consultant @
- 2008 -2015 Vice President - Markets and Product Strategy @
- 2005 -2008 Intern @
Phil Nelson Education
- Randolph-Macon College
Bachelor of Arts (B.A.) (Sociology)
2005-2009 - Western Reserve Academy 2000-2004
Phil Nelson Skills
- PowerPoint
- Asset Management
- Business Strategy
- Equities
- Asset Allocation
- Securities
- Portfolio Management
- Financial Advisory
- Marketing
- Financial Services
- Relationship Management
- Leadership
- Strategy
- Mutual Funds
- Investments
- Research
- Series 7
- Financial Analysis
- Fixed Income
- Cross Selling
- Microsoft Office
- Visual Basic
- SQL
- Visio
- Requirements Analysis
- Microsoft SQL Server
- HTML
- CSS
- Visual Studio
- Event Planning
- Public Speaking
- SPSS
- COBOL
- Microsoft Project
- Use Case Diagrams
- User Interface Design
- Test Cases
- Data Modeling
- Data Mining
- Database Design
- Relational Databases
- JIRA
- TFS
- Kanban
- Production Support
- Agile and Waterfall Methodologies
- Parasoft Soatest
- Application Support
- Web Services
- Agile Methodologies
- ServiceNow
- Azure Devops
- Systems Analysis
- Communication
- Software Testing
- Project Management
- Software Development Life Cycle
- Splunk
- Advanced Query Tool
- Microsoft Visual Studio
- Problem Solving
- Scrum
- Business
- Requirements Gathering
- Incident Management
Phil Nelson Summary
- Phil Nelson, based in West Palm Beach, FL, US, is currently a Partner, Helius Wealth Management | Wealth Management Advisor, RJFS at Raymond James. Phil Nelson brings experience from previous roles at Wells Fargo Advisors and Wachovia Securities Financial Network. Phil Nelson holds a 2005 - 2009 Bachelor of Arts (B.A.) in Sociology @ Randolph-Macon College. With a robust skill set that includes PowerPoint, Asset Management, Business Strategy, Equities, Asset Allocation and more. Phil Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Phil Nelson?
Find contact details for 700 million professionals.
Others Named Phil Nelson
Phil Nelson
Director of Finance, Regional Accounting Service Center
Mazatlán, Sin., MX
Phil Nelson
VP, Branch Manager
Whitefish, MT, US
Phil Nelson
Chief Executive Officer
Llandudno, GB
Phil Nelson
Partner
Chicago, IL, US
Phil Nelson
CEO
Saskatoon, SK, CA
Top Raymond James Employees
Patrick Lynch
COO, Financial Services Investment Banking
San Francisco, CA, US
Al Caudullo
Chief Operating Officer - Asset Management Services
Florida, United States
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A.
Saint Petersburg, FL, US
Mercedes van Woerkom
COO and MD-Equity Research
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, US
Stephen Kruchten
President - Financial Institutions Division
Saint Petersburg, FL, US
Shayne Lester
CEO, Partners in Planning | Financial Advisor
Norman, OK, US
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS
New Port Richey, FL, US
Greg Bruce
President, RIA and Custody Services Division (RCS)
Saint Petersburg, FL, US
Catherine Haffner
President, Haffner Private Wealth
San Antonio, TX, US
Taylor Jordan
Chief Operating Officer, Healthcare Investment Banking
Saint Petersburg, FL, US
Doug Brigman
President, Asset Management Services
Saint Petersburg, FL, US
David Ammerman
CEO, Ammerman Wealth Management
Ponte Vedra Beach, FL, US
Patrick O'Connor
Chief Operating Officer
Tampa, FL, US
Ryan Smith
President
Oak Park, IL, US
Ryan Jones
President and CEO
Denver, CO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co