Byron Nelson is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves clients from his home office in the Dallas, Texas area.
As a CERTIFIED FINANCIAL PLANNERĀ® certificant and an experienced wealth advisor to individuals, families, and businesses, Byron uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Byron and his team integrate financial planning and investment management into financial plans tailored to his clientsā needs.
Byron graduated from the California State University of Fullerton where he earned a BBA in Business Administration with a concentration in Finance.
Byron and his wife, Dawn, reside in Lucas, a suburb of Dallas, TX. They have four children. In his spare time, he enjoys spending time with the family, watching his childrenās sporting events, golfing, and largemouth bass fishing.