1207 S. White Chapel Blvd. Suite 150
Southlake, TX 76092

P 817-416-7300

F 817-416-7307

Stephen B. Nelson, CFP®

Stephen B. Nelson, CFP®

Phone Number: 817-416-7300

Brokercheck Profile: brokercheck.finra.org

Stephen Nelson

Stephen joined the MWA team in April 2018 as a Financial Planner. He is a CERTFIED FINANCIAL PLANNER™ professional.  He has multiple roles at the firm. First and foremost is to service clients and make sure their financial plans are being executed. Along with this he helps oversee marketing and projects at the firm. 

Stephen and his wife Kassi were married in 2012 in Saint George, Utah where they resided until recently when joining Mills Wealth Advisors. They have a daughter, Reese, and son, Brooks. 

Stephen has been in the Financial Industry for over 5 years. He spent over 5 years at Northwestern Mutual as a Financial Advisor working with clients across the country. Twice he was recognized as one of the top young advisors in Utah. In 2017 Stephen was recognized as a top young advisor in the Western United States. He has always had a passion for helping people and feels like he will be able to do that here at Mills Wealth Advisors. His desire is to help clients feel better about their financial situation by helping them implement sound financial principles. 

Stephen learned early that he enjoyed working with numbers and has a passion for helping others. With these, the financial planning industry was a perfect opportunity for him. He has been able to learn a lot and enjoys sharing his knowledge and experience with others. He feels that financial planning is one of the true win-win opportunities for clients and advisors. 

Stephen grew up in Saint George, Utah with his parents and 3 brothers. Growing up he loved sports. Growing up he played baseball, basketball, and football, and played basketball and baseball for Dixie High in Saint George. He was a 4-year starter on the baseball team, 3-time All-Region, and Region MVP his senior year. While at Dixie he also won a state title for Dixie High, and was two-time All-State and Academic All-State.

After high school, Stephen got a scholarship to play baseball at Salt Lake Community College. There he was a Scenic West Athletic Conference Honorable Mention, and an Academic All-American. He played two years at SLCC. At SLCC he was involved in a program ran by athletes that taught elementary school children the importance of self-esteem and to stay away from drugs. The organization was Know Greater Heroes. Between his two seasons at SLCC, he spent two years in Novosibirsk (Siberia), Russia doing service for his church.

Following his time at  SLCC, Stephen transferred to Dixie State University to play baseball. During his junior year of baseball, he was an Academic All-American and recognized as the Male Student-Athlete of the year at Dixie State. Stephen received his Bachelor of Science in Finance in 2014. He became a CERTIFIED FINANCIAL PLANNER® in 2017 (an advanced certification recognizing a standard of excellence for competent and ethical personal financial planning). 

In his spare time, Stephen enjoys playing basketball, golf, pickleball, going to the lake, reading books and most of all spending time with his family. He enjoys rooting for his favorite teams, the Atlanta Braves, Utah Jazz, and BYU Cougars. He is active in the community, he coached youth baseball, was on the Young Professionals Board in Saint George and is very active in his church. Stephen and his family reside in Keller, Texas.