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Financial Synergies Welcomes Kevin Nelson

Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.

Kevin graduated from the prestigious Personal Financial Planning program at Texas Tech University in 2005. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ designations and is an active member of the Financial Planning Association.

Kevin is a native Houstonian and avid Houston Astros fan. He currently lives in the historic Meyerland community of southwest Houston with his wife, Georgia, and his two daughters, Abigail and Elizabeth. He is a member of Second Baptist Church – Woodway Campus and a board member of BE A CHAMPION, Inc., a youth mentoring program. He and his wife have also served as a CARES team for Apartment Life ministries in downtown Houston, a nonprofit organization aiming to enhance the apartment living experience.

Kevin joins our advisory team in our mission to deliver world-class service to our clients. Please join us in welcoming Kevin to the team!

Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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