Geoff Nelson

Geoff joined Mercer Advisors in 2018 and serves as both regional vice president and wealth advisor. With 22 years of experience in wealth management, and an ability to connect deeply with clients, Geoff implements investment, tax, and estate planning strategies to help improve clients’ situations and minimize their stress. Before Mercer Advisors, Geoff spent 15 years with Fidelity in various roles: planning, sales, leadership, and public speaking. He earned an MBA from The University of California, Davis, and a bachelor’s degree from Utah State University. Geoff is fluent in Spanish and lived several years in Argentina. He has taught MBA courses and volunteered for Big Brothers Big Sisters as well as several dog rescues. Geoff is an active tennis and pickleball player and avid traveler.