Hillary W. Nelson, CFP®

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 in the investment business. 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 investment portfolios, intergenerational wealth planning, and trust & estate matters.

Born and raised in Maine, Hillary has a passion for skiing.  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 and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Hillary resides in Boston’s historic Beacon Hill.