Financial Advisors
Durham, NC
Alex G Nelson is a CFP® and Certified Kingdom Advisor® at Edward Jones in Durham, NC, specializing in comprehensive financial planning for corporate executives, entrepreneurs, and business owners. He offers wealth management, retirement planning, estate and legacy strategies, business retirement plans, and charitable giving guidance for clients with $500,000 or more to invest. Alex brings dual certifications and a focus on personalized financial strategies tailored to complex financial situations.
Ideal for: Corporate executives, Entrepreneurs and business owners, High-net-worth individuals, Those planning major financial transitions
Service area: Durham, NC and surrounding areas
CFP® and CKA® Certified: Alex holds both CFP (Certified Financial Planner) and CKA (Certified Kingdom Advisor) designations, demonstrating advanced credentials and a values-based approach to wealth management.
Specializes in High-Net-Worth & Entrepreneurs: Focuses on corporate executives, business owners, and entrepreneurs with complex financial needs including business succession planning and wealth transfer strategies.
Comprehensive Wealth Strategy Planning: Offers integrated planning covering retirement, estate and legacy strategies, business retirement plans, and charitable giving—not just investment management.
Address: 1911 Hillandale Rd Suite 1110, Durham, NC 27705
Phone: (919) 973-1316
Website: edwardjones.com
Looking for more options?
See more Financial Advisors in Durham →