Kevin Nelson

knelson@monetagroup.com
Kevin joined the Compardo, Wienstroer, Conrad & Janes as a Client Service Manager in 2018. In his role, Kevin’s primary focus is to help clients achieve and maintain financial independence. He enjoys the complexity of serving many different Moneta client situations, including professional athletes and Family CFO clients. He continues to learn and grow as a professional.

Kevin is a graduate of Saint Louis University where he received a Bachelor of Science degree with a concentration in Finance. During his time at school, Kevin served as a Financial Solutions Associate for Edward Jones, where he assisted advisors with retirement planning strategy and portfolio rebalancing. Kevin also has experience as a Financial Planning Associate for Northwestern Mutual. There, he prepared financial plans and assisted in case preparation. Kevin is currently enrolled in the College for Financial Planning pursuing the CFP designation.

A resident of the Soulard neighborhood, Kevin enjoys playing basketball and hockey, as well as entertaining friends.

EDUCATION

  • B.S., Finance, Saint Louis University