Broker Check
Peter J. Nelson

Peter J. Nelson

Managing Partner & Financial Advisor

Peter Nelson helps individuals, families, executives and business owners work toward their financial goals and enhance their quality of life today and throughout retirement. He specializes in financial planning, retirement income planning and investment management.  

Peter obtained his BS Business/Finance from the University of Vermont and holds an Industrial Engineering degree from North Carolina State University. Peter is a Registered Representative with Securities America, Inc. and a Registered Investment Advisor Representative with Securities America Advisors Inc. He holds the Series 7, 66 and Life, Health & LTC Insurance Licenses.  Additionally, Peter is a member of the Professional Financial Planner Association in Charlotte NC. 

Peter resides in Hickory NC with his wife Ann and two active young adults, Holly and Nic. They are active at Corinth Reformed Church, the YMCA and other activities with friends.  Nic just started his Freshman year at Appalachian State University and Holly is a senior in high school.

Peter has a passion for community service and is very active in helping to improve the quality of life for all. He has served as Lake Hickory Rotary Club President and chair of The Leader In Me- Accelerating Good to Great 4 All Catawba County and was awarded Volunteer of the Year to the YMCA.  Additional time permitting, he enjoys outdoors activities including landscaping, hiking, sailing, water sports, and volleyball.