Matt Nelson, AIF®
Matt has been in the financial services industry for over 2 decades, with Prime Capital Investment Advisors (PCIA) since 1999. Due to Matt’s tenure, he has wealth of experience assisting high net worth individuals work through a multitude of financial challenges to develop a holistic approach to wealth management & asset protection. He also works with many large corporations throughout the Midwest and Southwest handling their retirement plans. Specifically, he consults with plan sponsors regarding fiduciary protection, vendor search and selection as well as face to face participant education.
Matt’s approach to these services begins with a strong relationship with his clients by understanding their needs, listening to concerns, then coordinating with tax and legal experts to develop a holistic plan.
Matt grew up on a ranch in Kansas and was one of the first 10 advisors at PCIA, which as of January 2015 has over 100 advisors and 9 offices throughout the Midwest and Southwest. In 2010, Matt moved to open the Dallas Fort Worth office for PCIA, was the Branch Manager, building the branch up to 7 advisors prior to moving to Boerne and opening an office in 2013.
Matt, and his wife Ashlee, are very excited to raise their 2 daughters in the Boerne community and become very active in supporting the local community. In his short time in the hill country, he is already active with the Fair Oaks Ranch Country Club, Boerne Chamber, Kendall County Fair and a Kendall County 4-H volunteer. In his spare time, Matt enjoys spending time with Ashlee and their two girls Sophie & Lexie. He is an avid outdoorsman and enjoys playing golf, hunting, skiing & traveling.
Matt earned his bachelor’s degree from Kansas State University. Matt holds the following licenses and designations: Accredited Investment Fiduciary (AIF®), FINRA series 7, 63 & 65 registrations as well as Life and Health Insurance licensed in multiple states. Matt has received several industry awards, and is an investment advisor representative with PCIA, a registered investment advisory firm