Will Nelson

Head of Momentum Independent Network

Will Nelson is Head of Momentum Independent Network, responsible for the oversight of Wealth Management’s independent advisors, retail operations, and recruitment. He has more than 19 years of experience in the financial services industry.

Career Highlights

Prior to the merger of Southwest Securities and FirstSouthwest, Mr. Nelson served in a variety of supervisory roles with Southwest Securities, including President of Southwest Insurance Agency, Associate Director of Insurance and Insurance Sales Coordinator.
Before joining Southwest Securities, Mr. Nelson worked with 1st Global as a Business Development Specialist and Nationwide Financial as a Financial Associate.

Education

Bachelor of Science, Business Administration, Texas A&M University-Commerce

Current Affiliations

Securities Industry Financial Markets Association – Private Client Service Committee
Communities Foundation of Texas Advisory Council Member

Registration & Qualifications

FINRA series 7, 24, 66
Texas Department of Insurance Life and Health

Get to Know Will

years with the firm

dogs rescued from the City of Dallas Animal Shelter

golf hole in ones after 27 years of trying

"Simplicity is the ultimate sophistication. It takes a lot of hard work to make something simple, to truly understand the underlying challenges and come up with elegant solutions."

Steve Jobs

John R. Muschalek

President, Momentum Independent Network

Matt Rupert

Head of Wealth Management Sales Supervision

Barbara Pittman

Senior Vice President, Insurance

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