Will Nelson

Will Nelson Email and Phone Number

Managing Director, HilltopSecurities Insurance @ HilltopSecurities Insurance
Will Nelson's Location
Dallas, Texas, United States, United States
About Will Nelson

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.

Will Nelson's Current Company Details
HilltopSecurities Insurance

Hilltopsecurities Insurance

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Managing Director, HilltopSecurities Insurance
Will Nelson Work Experience Details
  • Hilltopsecurities Insurance
    Managing Director, Group Manager
    Hilltopsecurities Insurance Apr 2023 - Present
  • Momentum Independent Network
    Managing Director, Head Of Momentum Independent Network
    Momentum Independent Network Sep 2015 - May 2023
    Dallas, Us
  • Hilltop Securities Inc.
    President, Southwest Insurance Agency
    Hilltop Securities Inc. May 2012 - Sep 2015
    Dallas, Tx, Us
  • Hilltop Securities Inc.
    Associate Director, Southwest Insurance Agency
    Hilltop Securities Inc. Aug 2010 - May 2012
    Dallas, Tx, Us
  • Hilltop Securities Inc.
    Insurance Sales Coordinator
    Hilltop Securities Inc. Jun 2006 - Jul 2010
    Dallas, Tx, Us
  • 1St Global
    Business Development Consultant & Annuity Planning Specialist
    1St Global Jan 2004 - Jun 2006
  • Nationwide Financial
    Financial Associate
    Nationwide Financial Jan 2002 - Jan 2004
    Columbus, Ohio, Us

Will Nelson Skills

Retirement Planning Financial Advisory Mutual Funds Retirement Strategic Financial Planning Variable Annuities Management Business Development Series 7 Series 63 Wealth Management Investments Securities Finance Asset Allocation Financial Planning Risk Management Financial Services Investment Advisory Recruiting Income Planning Sales Management Strategic Planning Leadership Longevity Planning Income Optimization

Will Nelson Education Details

  • East Texas A&M University
    East Texas A&M University
    Business 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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