Nelson Bonner is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Seattle, Washington.
As a CERTIFIED FINANCIAL PLANNERĀ® certificant, Nelson 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. Nelson and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clientsā needs.
Prior to joining the company in 2015, Nelson was a principal retirement advisor at Capital One Financial where he worked closely with strategic partners, existing clients, and new plan sponsors to provide cost-effective and employer-sponsored retirement plan programs. He also spent 15 years at Principal Financial Group, working various roles in administration, service, and sales of corporate-run retirement plans.
Nelson graduated cum laude from St. Cloud State University with a BA in public administration with an emphasis in economic development.
Active in his community, Nelson attends a reformed Christian church in Bothell, WA. He is a big supporter of classical Christian education and vocational ministries for Native American youth. He served as an ordained deacon in the Presbyterian Church in America (PCA) and has a passion to work in mercy ministries within the church.
Nelson and his wife, Liisa, have two adult children and live in Bothell, WA.
