Byron Nelson is a Sr. Private Wealth Advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Orange County, California. As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Byron uses ...more

Byron Nelson is a Sr. Private Wealth Advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Orange County, California. As a CERTIFIED FINANCIAL PLANNERTM 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, investment management, and trust services into financial plans tailored to his clients’ needs. He is a graduate of California State University of Fullerton, where he earned a B.A. in Business Administration with a concentration in Finance. Byron and his wife, Dawn, reside in Allen, a suburb of Dallas, TX. They have four children.less