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Steven L. Nelson
Wealth Advisor Truist Bank

401 Commerce St

Fourth Floor,

Nashville, TN 37219-2405

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering high-net-worth individuals and families over 40 years of experience and customized advice to help them accomplish their financial goals. Often, I’ll build a team of professional specialists around the client’s needs to help with their strategy’s delivery that can include banking, wealth accumulation and transfer, investment management, and utilization of fiduciary services.

Investment Adviser Representative, Truist Advisory Services, Inc. Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Vanderbilt University 1975
Juris Doctor
University of Louisville 1983

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

To
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