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Mitchell Nelson Email & Phone Number
Senior Wealth Manager
at
Rockdale Financial Services, Inc.
1 work email found
@saswealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Manager
Location
Greater Tampa Bay Area, United States
Who is Mitchell Nelson? Overview
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Quick answer
Mitchell Nelson is listed as Senior Wealth Manager at Rockdale Financial Services, Inc., based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at saswealth.com and a matched LinkedIn profile for Mitchell Nelson.
Mitchell Nelson previously worked as Investment Advisor Representative at Sa Stone Wealth Management Inc. and Investment Advisor Representative at Cetera Advisors Llc. Mitchell Nelson holds Master Of Science - Ms from The City University Of New York.
Company email context
Email format at Rockdale Financial Services, Inc.
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{first}.{last}@saswealth.com
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AeroLeads found 1 current-domain work email signal for Mitchell Nelson. Compare company email patterns before reaching out.
Profile bio
About Mitchell Nelson
Mitchell Nelson is a senior wealth manager at Rockdale Financial Services, Inc., a firm that offers customized solutions for individuals, businesses, and non-profit organizations. He has over 21 years of experience in the financial industry, and holds the credentials of registered representative and investment advisor representative, allowing him to provide securities and advisory services through Cetera Advisors LLC.Mitchell's core competencies include tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, and college financial planning. He is also certified in the foundations of environmental, social, and governance (ESG) investing by Morningstar, demonstrating his commitment to sustainable and responsible investing. He works with clients to understand their needs, goals, and values, and to design and implement personalized financial plans that align with their vision. He is passionate about helping clients achieve financial security and confidence.Mitchell offers services in CA, CT, FL, GA, NC, NH, NJ, NY, PA, SC, and TX. Mitchell has the following office locations where he will take appointments by request:Eatontown NJ Office: 99 Corbett Way, Suite 103, Eatontown, NJ 07724Largo FL Office: 960 Starkey Rd, Unit 10406, Largo, FL 33771Sign up for appointments with Mitchell through Calendly: https://calendly.com/mitchellnelson365
Listed skills include Investments, Financial Advisory, Insurance, Securities, and 19 others.
Current workplace
Mitchell Nelson's current company
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9 roles
Mitchell Nelson work experience
A career timeline built from the work history available for this profile.
Senior Wealth Manager
CurrentRegistered Representative offering securities and advisory services through Cetera Advisors LLC,member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Oct 2021 - Present
Investment Advisor Representative
Mitchell Nelson has more than 17 years experience in helping individuals, self-proprietors, company owners, companies and charitable organizations to plan for and achieve their financial goals. He offers a wide range of products and services including tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, and college financial planning. He is also able to provide CPA and attorney referrals. Mitchell Nelson is licensed in the Tri-State Area, Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Texas.
Apr 2017 - Jan 2022
Investment Advisor Representative
As your financial consultant l can:• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths • Put your plan into action and monitor its progress • Revise your plan to accommodate changing goals, changing personal circumstances, changing financial opportunities, and changing market and tax laws
Mar 2012 - Jun 2017
Apr 2011 - Mar 2012
Feb 2009 - Mar 2011
Jun 2007 - Feb 2009
Feb 2002 - Jun 2007
Principal Member Of Technical Staff
Jul 1985 - Jun 1998
3 education records
Mitchell Nelson education
Master Of Science - Ms
The City University Of New York
Bachelor Of Science, Computer Science
The City University Of New York
Master'S Degree, Computer Technology/Computer Systems Technology
The City University Of New York
FAQ
Frequently asked questions about Mitchell Nelson
Quick answers generated from the profile data available on this page.
What company does Mitchell Nelson work for?
Mitchell Nelson works for Rockdale Financial Services, Inc..
What is Mitchell Nelson's role at Rockdale Financial Services, Inc.?
Mitchell Nelson is listed as Senior Wealth Manager at Rockdale Financial Services, Inc..
What is Mitchell Nelson's email address?
AeroLeads has found 1 work email signal at @saswealth.com for Mitchell Nelson at Rockdale Financial Services, Inc..
Where is Mitchell Nelson based?
Mitchell Nelson is based in Greater Tampa Bay Area, United States while working with Rockdale Financial Services, Inc..
What companies has Mitchell Nelson worked for?
Mitchell Nelson has worked for Rockdale Financial Services, Inc., Sa Stone Wealth Management Inc., Cetera Advisors Llc, Partners Financial Group, Llc., and Dynasty Advisors Llc.
How can I contact Mitchell Nelson?
You can use AeroLeads to view verified contact signals for Mitchell Nelson at Rockdale Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Mitchell Nelson attend?
Mitchell Nelson holds Master Of Science - Ms from The City University Of New York.
What skills is Mitchell Nelson known for?
Mitchell Nelson is listed with skills including Investments, Financial Advisory, Insurance, Securities, Small Business, Finance, Financial Planning, and Wealth Management.
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