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Geoff Nelson

Regional Vice President

Geoff Nelson

CFP®, MBA

gnelson@merceradvisors.com

877.799.4647

Geoff began his financial services career in 2003 with Fidelity Investments, winning multiple President Circle awards, educating groups and individuals within the University of California network. Geoff holds a dual major bachelor’s degree from Utah State University in Finance/Economics, with a minor in Spanish. He holds an MBA from the University of California-Davis, in addition to a CERTIFIED FINANCIAL PLANNERTM certification. In his free time Geoff is an avid traveler, tennis player and volunteers for the Big Brother Big Sister organization and the Lone Star Boxer Dog Rescue.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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Bartlesville

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

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Covington

100 Tyler Square
No. 6
Covington, Louisiana 70433

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Dallas - Fort Worth

4851 LBJ Freeway
Suite 700
Dallas, Texas 75244

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Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

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