Phillip Nelson is a partner with Meadow Creek Wealth Advisors, LLC. Phillip has over twenty years experience in financial services working with high net worth clients and their families. He leads his clients through a disciplined planning process to address estate, cash flow, business succession planning, tax investment, philanthropic and risk strategies which allow them to achieve their goals.
Prior to joining Meadow Creek Wealth Advisors, Phillip was a Wealth Advisor at Wells Fargo Private Bank and a Client Advisor at SunTrust Bank in Atlanta. He specializes in helping business owners, corporate executives and high net worth families with a variety of issues including financial planning, investment management, business succession planning and tax efficient transfers of wealth.
Phillip graduated from the University of Georgia with a BBA in Finance. He holds the Chartered Financial Analyst and Certified Financial Planner designations.
Phillip and has wife, Norris, have two children. He is a former chair and treasurer of the Historic Oakland Foundation, which supports the Historic Oakland Cemetery in downtown Atlanta.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.