Hillary W. Nelson, CFP®

Hillary W Nelson

Financial Planner

Hillary Nelson is a Financial Planner at Lake Street Advisors. Hillary works with clients to develop and implement thoughtful wealth management strategies that integrate tax, estate and philanthropic planning objectives.

Hillary joined Lake Street in 2018 and has over a decade of experience helping high net worth families achieve their wealth management goals. Prior to joining Lake Street, Hillary held positions at Seaward Management, Windhaven Investment Management, and Twin Focus Capital, advising ultra-high net worth families on their intergenerational wealth planning, and trust & estate matters.

Hillary resides in Boston’s Beacon Hill with her fiancé Chris. Hillary has a passion for skiing and outside of the office, she can be found chasing fresh tracks and powder at every opportunity. Hillary earned a degree in Business Management from Hartwick College, she is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Boston Estate Planning Council.