Mack Nelson, CFP®

Associate Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Estate Planning

Client Specialty

Executives
Business Owners
Attorneys
Professionals

As an Associate Wealth Advisor with The Colony Group, Mack Nelson supports a team of wealth advisors providing a wide range of wealth management and investment advisory services to successful individuals, families, executives and entrepreneurs. Mack is described as a strategic thinker who builds genuine connections with clients and his colleagues by getting to know them and their priorities on a deeper level.

Prior to joining The Colony Group, Mack was a Wealth Management Advisor at Northwestern Mutual. He earned a Bachelor of Arts, Financial Management, from the University of St. Thomas, Minnesota. He was a member of their lacrosse team that won the Lacrosse National Championship in 2013. Mack also enjoys playing golf, going to the beach and traveling.