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Naples Advisors

Nelson Pereira | CFP®

Managing Director - Wealth Management

Nelson Pereira grew up in Northern New Jersey and moved to Naples in 2013. Nelson joined Naples Wealth Planning (NWP) as Managing Director – Wealth Management in October of 2019. Nelson holds a B.B.A in Finance from Iona College in New York and brings over 15 years of investment management and financial planning experience to NWP.

Nelson first worked at the NYBOT for 3 years trading commodities for hedge funds and fortune 500 companies, and the last 12 years at Fidelity Investments as a Vice President-Wealth Management Advisor.  At Fidelity, Nelson built productive relationships with a book of clients that exceeded $1 billion dollars, and helped with all their investment, planning, and guidance needs. Nelson was consistently recognized as a top performing financial advisor, for which he won the President Circle Award.

“I believe the biggest reason people have anxiety and stress in life is due to finances. Therefore, my number one goal is to help you and your family achieve a stress-free financial security so you can enjoy a happy and carefree lifestyle. I will create and maintain a personalized financial plan and provide you with an unrivaled choice of investment products. The most enjoyable aspect of my career is providing you with exceptional service at a great value. In doing so, I will focus entirely and objectively on your financial goals and success without any conflict of interest.  I am committed to bringing simplicity to your complex financial needs through personalized solutions that help you achieve your goals. In my 15 years of experience, I have had the pleasure of working with many different people from all walks of life.  I am confident you will see the value that I bring to your financial situation.”

-Interests:  Soccer, Golfing, and spending time with the family.

-Family: Wife Liz, 6-year-old son Alex and 2-year-old daughter Gabby.

 

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Securities

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account