Nelson Valerio

Focus

Coming from humble beginnings, Nelson understands the importance of having a solid financial road map. He strives to provide clients and their families, with a tailored and holistic approach to their financial journey. After a strategy has been established, he works together with the client to assist in pursuing their goals.

Background and Experience

Nelson has been in the financial industry for over a decade, providing sound guidance and advice, while building lifelong relationships with his clients. After several leadership roles with a Fortune 500 firm, he joined J.P. Morgan Chase in 2010, in New York, as a registered representative. An opportunity with Wells Fargo Advisors brought Nelson to the Palm Beaches. While with Wells Fargo Advisors, Nelson was consistently recognized for building outstanding client relationships.

Now, as a partner at Stoic Financial, Nelson continues to offer personalized service and caring attention, to each of his clients and their families. He takes great pride in the trust and confidence clients place with him.

Growing up in an immigrant family in New York City, Nelson learned the value of hard work and determination. Nelson attended Dowling College on Long Island, New York where he earned a bachelor’s degree in business management. Nelson has obtained his series 7 and 66 as well as the Life, Health and Variable Annuity registrations, held with LPL Financial. Nelson is fluent in both English and Spanish.

Away from the office

Nelson enjoys spending time out of the office with his wife, Allie, a Business Operations Consultant. As an avid world traveler, Nelson has visited over 50 countries, seeking experiences that connect him with people from different backgrounds and cultures in a personal way. To stay active, he enjoys cycling and running, as well as spending time with family and volunteering locally and abroad.