Hillary Nelson is a Financial Planner at Lake Street Advisors. She helps clients achieve their financial goals by developing holistic wealth management strategies that include family governance, intergenerational planning, and investment education.
Prior to joining Lake Street in 2018, Hillary spent a combined nine years 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, or traveling internationally. Hillary graduated from Hartwick College with a degree in Business Administration. Hillary resides in Boston’s historic Beacon Hill.