Advisors at this firm
Chester C
Series 66
Winter Park, FL
Nelson Advisory Services, Inc.
Chester Cowart is a financial advisor at Nelson Advisory Services, Inc. in Winter Park, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at Nelson Ivest Brokerage Services, Inc. and Nelson Investment Planning Services, Inc., as well as positions outside finance at Valencia College and in the restaurant industry. Nelson Advisory Services, Inc. offers investment management and financial planning services with a focus on diversification and long-term investing in dividend-paying companies, utilizing Morningstar analysis and a combination of non-discretionary management and sub-adviser allocations.
Kristin C
CFP®
Winter Park, FL
Nelson Advisory Services, Inc.
Kristin Castello is a CFP® professional with six years of industry experience. She currently works at Nelson Advisory Services, Inc. and has prior experience at RSM US LLP and the University of Florida. Outside of advisory work, she prepares individual tax returns as a CPA during tax season. Nelson Advisory Services, Inc. offers investment management and financial planning with a focus on diversification and long-term, dividend-paying companies. The firm serves individuals, trusts, and institutional clients and operates under common control with affiliated brokerage and insurance entities.
Joel G
CFP®, Series 66
Winter Park, FL
Nelson Advisory Services, Inc.
Joel Garris is a CFP® with 27 years of experience in the financial industry. He is currently with Nelson Advisory Services, Inc. and has held roles at affiliated firms including Nelson Financial Planning, Inc., Nelson Investment Planning Services, Inc., and Nelson Ivest Brokerage Services, Inc. Outside of his advisory work, he is president and owner of Garris Investments, LLC, a non-investment business entity, and serves as trustee and executor for several trusts and estates. Nelson Advisory Services, Inc. provides investment management and financial planning services, focusing on diversification and long-term investments in dividend-paying companies. The firm operates primarily on a non-discretionary basis and may use third-party sub-advisers for portfolio management.
