Joseph K. Nelson CFP®, CIMA®
Joe brings decades of experience helping high-net-worth clients navigate complex capital gains decisions with clarity and strategic insight. His career includes key roles at BlackRock, Baron Capital, and Eaton Vance, where he collaborated with advisors and investors on capital markets analysis, portfolio construction, asset allocation, and sophisticated investment strategies including alternatives and separately managed accounts.
Today, Joe focuses his advisory practice on guiding business owners, real estate investors, and executives through major liquidity events—whether selling a business, monetizing appreciated property, or managing concentrated stock positions. He holds the Series 7, 24, 27, 52, 53, and 63 licenses, along with the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations, and earned a B.S. in Finance from the University of Colorado.
A resident of Bloomfield Hills, Michigan, Joe is a proud husband to Cassie and parent to Bennett and Josette.