Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop

Derek D. Nelson

Vice President–Wealth Management

Financial Advisor

Derek believes in demystifying the complexity of the financial world to help clients pursue their goals with confidence, regardless of current market conditions. His more than 20 years of experience makes him well suited to create personalized financial plans tailored to his clients’
specific needs.
By minimizing the stress of investing and educating his clients, Derek helps prepare them for the inevitable market swings. His comprehensive service, including regular portfolio reviews, extend beyond investment management to encompass estate planning, insurance analysis, lending and other needs of high net worth individuals. In addition, Derek coordinates with clients’ tax and legal advisors, helping create a unified experience.
He prides himself on seeing through market noise, understanding what is important to each client and his ability to explain and educate. His credo: Investing shouldn’t be an additional stress in your life.

Registered States:
  • CO
  • TX

Education

  • BS in Finance, Iowa State University
  • Series 7,9,10,63,66

Lending services
Financial planning
Estate planning strategies
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5219

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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