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Evan Nelson - Senior Relationship Manager, Principal

Evan Nelson

Senior Relationship Manager, Principal,  CFA

Evan serves as Senior Relationship Manager at Orgel Wealth Management, assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning. Evan also works with business owners who are developing succession plans, selling their business, and acquiring business assets. Evan has over 13 years of experience in the financial services industry, having previously worked as a research associate at RBC Wealth Management, LLC, performing research, trading, and managing portfolios.

Evan earned his Bachelor of Arts degree in finance from the University of St. Thomas. Evan holds the Chartered Financial Analyst® designation.