Byron Nelson

Byron Nelson, CFP®, CWS®

Sr. Private Wealth Advisor, Partner
Orange County, CA

Byron Nelson is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves clients from his home office in the Dallas, Texas area.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Byron uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Byron and his team integrate financial planning and investment management into financial plans tailored to his clients’ needs.

Byron earned his Certified Kingdom Advisor® (CKA®) designation from Kingdom Advisors®, an organization founded by Ron W. Blue, and is a Certified Wealth Strategist® (CWS®). He graduated from the California State University of Fullerton where he earned a B.A. in Business Administration with a concentration in Finance.

Byron and his wife, Dawn, reside in Lucas, a suburb of Dallas, TX. They have four children. In his spare time, he enjoys spending time with the family, watching his children’s sporting events, golfing, and largemouth bass fishing.


I have had the pleasure of working with Byron Nelson and his associates at Blue Trust for over 20 years. Byron's professional advice and counsel has greatly benefitted my family, business, and me-not only financially but also spiritually. I look forward to many more years of working with Byron and the Blue Trust team.

Casey J.Villa Park, CA

Resources from Byron

  • Byron Nelson Service Team