Joe Nelson, a 25-year advisor veteran, started over about 10 years ago. That’s because his career had evolved in two separate stints, and he had just come back for the second act.
His first 15 years came at three separate banks, and then he quit to try his hand at entrepreneurship. He ran a video gaming company with a friend, but ultimately found himself in a position where he needed to find something else. So he returned to what he knew best--wealth management-- this time at Wells Fargo. And he brought a new entrepreneurial spirit that he cultivated over the previous two years in addition to his 15 years of experience. But he had no AUM.
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