Joe Nelson

877-955-5025

Areas of Consulting: Creation of retirement income, Protection of principal, Getting higher returns through high yielding funds, Management of Retirement funds, Tax Free Investing with Life Insurance, transference of estate funds and assets to loved ones Tax Free and without using probate

Started in the financial field in 1986 with A. G. Edwards and Sons in Albuquerque, NM. Moved to the Little Rock AR branch in 1987.

Became an independent financial advisor in 1994.

Was President of and opened a new investment division for BKD, CPA firm in Springfield, MO in 1998

Became an independent advisor again in 1999 and moved to Destin, FL

Holds FINRA Series 7, 63, 65 registrations, insurance licensed (AR Lic #1664874), and am a CFP® professional since 1998


Raised in Hot Springs, AR and attended University of Arkansas.


I am an avid golfer and have written a golf instruction book -“How to plug the power leaks of your golf swing.”

Avid reader mainly of history, geopolitical economics and biographies.

Collector of antique books.

Avid traveler, been to Tasmania, Australia and plan on travelling a great deal more.

Active in my church – past Pastoral Council president and church treasurer, past VP of the St. Vincent DePaul society

Past president of the Destin Optimist Club, past VP of the Little Rock Jaycees, past president of the HOBY foundation in Little Rock


Married to Penny since 1995 - no children