Nelson Financial Group
Andrew D Nelson
Founder & Wealth Management Advisor|CFP®, ChFC®
Our Founder
Andrew Nelson, CERTIFIED FINANCIAL PLANNER™ Professional founded Nelson Financial Group in 2015 in Naples, Florida. In 2017, he had the opportunity to expand by opening a location in New Orleans, Louisiana. His primary focus lies in the design and implementation of comprehensive financial plans for businesses and high-income individuals.
Andrew is a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ Professional. Andrew graduated from Furman University with a Bachelor of Arts degree in Business and Finance. Andrew is a Registered Representative of Northwestern Mutual Investment Services, LLC, maintaining securities Series 7 and 66 Registrations as well as his Life, Accident & Health Insurance license.
Andrew's passion for the business stems from his ability to create and implement strategic solutions to align with the big-picture goals of a family or a business. By keeping current on changes in the industry, his clients know their plan will maintain relevance for generations to come.
Outside of the office, Andrew and his wife, Briana, enjoy traveling and spending time in the wild with their Red Labrador puppy. Andrew is on track to have visited all 50 states by the end of 2023. When not on the road, Andrew enjoys playing golf, woodworking, scuba diving, and exploring the culinary scene of New Orleans.
Education and Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Furman University: Bachelor of Arts in Business and Finance
- Currently earning Chartered Life Underwriter (CLU®)
- Currently earning Chartered Financial Consultant (ChFC®)
- Life/Health/Long Term Care Insurance Licenses
- FINRA Series 7 and 66
The Nelson Financial Group Team
Justin Guerin
Financial Planning Analyst
Justin began working with our team in 2019 as a financial planning analyst during his internship with Northwestern Mutual. In 2021, Justin joined our team as an associate while finishing his final semester of college.
Today, as our Financial Planning Analyst, Justin’s primary focus is the development and maintenance of our clients’ financial plans. Justin holds FINRA securities Series 7 and 63 Registrations as well as his Life, Heath, and Annuities licenses. Additionally, Justin is an active student of the CFA Institute as he strengthens his knowledge and skills to be at the forefront of the complex investing industry.
Justin holds his Bachelor of Science in Business Administration from the University of Alabama with a double major in Finance and Economics as well as a Concentration in Banking and Financial Services.
Justin currently resides in his hometown of New Orleans, Louisiana. Outside of the office, Justin enjoys spending time with family and long distance running.
Briana C Correa
MBA
Director of Operations
Briana joined our firm in 2021 as Director of Operations and Practice Manager. While overseeing day-to-day activities, she is responsible for practice development and organizational performance. With Briana's attention on improving our internal operations and organizational effectiveness, the Advisors can devote their sole attention to the needs of our clients.
Briana is originally from Naples, Florida and relocated to New Orleans, Louisiana to attend Tulane University on merit and a Division I NCAA Beach Volleyball scholarship. At Tulane, Briana earned her Bachelor of Science in Management with a Concentration in Consulting.
After earning her undergraduate degree, Briana continued her studies at LSU - Shreveport and earned her Master's in Healthcare Administration.
Briana began her career in financial services and operations as an intern with Northwestern Mutual in 2017. Briana holds her Life, Health and Annuity license.
Mary Turpin
Administrative Assistant
Mary joined the team in 2022 as administrative assistant. She started her career in luxury retail with a passion for the client, building lasting relationships and creating individualized experiences.
Expanding on her expertise in the customer service industry, Mary’s mission is to assist the firm in creating a personalized concierge experience that puts you and your family at the center of all that we do.
Mary is originally from Oxford, Mississippi, and she moved to the New Orleans area in 2020. Currently, Mary resides in Metairie with her fiancé, Will. Outside of the office, Mary loves spending every minute with her daughters, watching the New Orleans Saints, and all things Ole Miss. Hotty Toddy!
Andrew D Nelson
CFP®, ChFC®
Founder & Wealth Management Advisor
Andrew Nelson, CERTIFIED FINANCIAL PLANNER™ Professional is Principal, Lead Partner, and Founder of Nelson Financial Group.
Our Affiliated Partners
