Rick Nelson is a Senior Vice President, Wealth Management Advisor, Senior Retirement Benefits Consultant and Portfolio Manager at Merrill Lynch. He helps families live the American Dream and never feel vulnerable financially. The focus of his work is on helping business founders accelerate the growth of their vision, entrepreneurs maximize their enterprise value and plan for their exit and retirees enjoy a financially confident retirement.  He is the founding member of the Nelson Remey Group at Merrill Lynch.

Drawn to the Jersey Mike’s Corporate mission statement of “Give to give”, in addition to his work at Merrill Lynch, the Nelson family (Rick and his wife Lou Anne and their sons Trey and Ryan) jointly own 2 Jersey Mike’s Franchises and have 2 more in development in and around Fort Worth, Texas. 

Rick is the Co- Chair of the Jersey Shore University Medical Foundation Philanthropic Planning Council, a community of professional advisors dedicated to supporting philanthropy by providing planning advice to maximize the impact of donor’s gifts.

Rick serves on the Board and is a member of the Finance Committee of the Boy Scouts of America, Jersey Shore Council. He also serves on the Night Stalker Foundation Advisory Board.

In addition to these boards, he currently serves on several philanthropic committees including, The Society for the Prevention of Teen Suicide Golf Committee, The Run with Dennis and The Toast to Dennis committees in support of the LT Dennis Zilinski II Fund and The Jersey Shore University Medical Center Foundation Golf Tournament Committee.

Rick holds a Bachelor of Arts in Economics from Franklin and Marshall College. He holds a Certified Private Wealth Advisor® certification from The Investments & Wealth Institute, an advanced professional certification for advisors who serve high-net-worth clients. Additionally, Rick holds a Certified (k) Plan Advisor certification from The Retirement Advisor University, in conjunction with UCLA Anderson School, Executive Education. He is a Certified Exit Planning Advisor, and he also holds a Certified Plan Fiduciary Advisor Certification.