portrait of Pam Gerrish Nelson
FINANCIAL ADVISOR

Pam Gerrish Nelson

CFP®, CEPA®
5393 Roosevelt Blvd Suite 5, Jacksonville, FL 32210opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Business Retirement Plans
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Running
  • Football
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Reading

Team Members

  • Debbi Carter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(904) 388-1893

Fax

(866) 726-7513

Office Address

5393 Roosevelt Blvd Suite 5
Jacksonville, FL 32210opens in a new window

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