Will Nelson Email and Phone Number
Will brings nearly 20 years of experience in the financial services industry having led wealth management operations throughout his career. He specializes in aligning strategy to develop new business, nurture key client relationships, and drive operational excellence. Will has been crucial in Hilltop Securities’ effort to build capacity within the organization, creating greater opportunities to better serve businesses and individuals through offering a diverse set of products within wealth management. In addition to delivering top quality products and services to our key clients, Will has helped Hilltop Securities deliver on its commitment to continuously invest in the career development and support of its independent advisors, making Hilltop an organization where advisors desire to work long-term, build lasting relationships, and grow their careers. Prior to taking the role as Head of Momentum Independent network, Will served as the President of Southwest Insurance Agency’s internal insurance division where he supported independent and employee financial advisors in the offering of annuity, life insurance, long-term care, and disability insurance products. Will holds a Bachelor of Science degree in Business Administration from Texas A&M University in Commerce. He also holds Series 7, 24, & 66 licenses. Will resides in the Dallas-Fort Worth area.
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Managing Director, Group ManagerHilltopsecurities Insurance Apr 2023 - Present -
Managing Director, Head Of Momentum Independent NetworkMomentum Independent Network Sep 2015 - May 2023Dallas, Us -
President, Southwest Insurance AgencyHilltop Securities Inc. May 2012 - Sep 2015Dallas, Tx, Us -
Associate Director, Southwest Insurance AgencyHilltop Securities Inc. Aug 2010 - May 2012Dallas, Tx, Us -
Insurance Sales CoordinatorHilltop Securities Inc. Jun 2006 - Jul 2010Dallas, Tx, Us -
Business Development Consultant & Annuity Planning Specialist1St Global Jan 2004 - Jun 2006
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Financial AssociateNationwide Financial Jan 2002 - Jan 2004Columbus, Ohio, Us
Will Nelson Skills
Will Nelson Education Details
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East Texas A&M UniversityBusiness Administration
Frequently Asked Questions about Will Nelson
What company does Will Nelson work for?
Will Nelson works for Hilltopsecurities Insurance
What is Will Nelson's role at the current company?
Will Nelson's current role is Managing Director, HilltopSecurities Insurance.
What schools did Will Nelson attend?
Will Nelson attended East Texas A&m University.
What skills is Will Nelson known for?
Will Nelson has skills like Retirement Planning, Financial Advisory, Mutual Funds, Retirement, Strategic Financial Planning, Variable Annuities, Management, Business Development, Series 7, Series 63, Wealth Management, Investments.
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