Persium Group Welcomes Phillip Nelson as Relationship Manager

Phillip Nelson has joined Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, as a Relationship Manager. In this role, Nelson will work directly with business owners and high-net-worth clients on investment management, financial planning, and business transition strategy.

Nelson brings nearly 30 years of experience in the wealth management industry to Persium. He began his career at SunTrust, where he spent nearly 17 years as a client advisor, before joining Wells Fargo as a Wealth Advisor. He later co-founded an independent registered investment advisory firm in Atlanta, which he helped grow to approximately $500 million in assets under management, before serving as a partner at another Atlanta-based advisory firm. Throughout his career, he has built a practice centered on deep, long-term relationships with successful entrepreneurs and their families.

Nelson holds the Chartered Financial Analyst (CFA) designation and the CFP® designation. He earned a degree in Finance from the University of Georgia’s Terry College of Business.

What distinguishes Nelson’s approach is a genuine intellectual curiosity about markets, planning strategies, and the unique financial situations of the clients he serves. That curiosity shows up in the way he works, taking the time to truly understand each client’s full financial picture, educating them along the way, and developing planning strategies that go well beyond the investment portfolio. He specializes in helping clients integrate all aspects of their wealth into a cohesive plan. Central to his practice is multigenerational wealth education, partnering with families, especially children and grandchildren, to help them understand the responsibility that comes with maintaining and growing a family legacy.

“I have known Phillip for years, and when the opportunity arose to bring him to Persium, it was an easy decision,” said Stephen Griner, Persium Group’s CEO. “He combines deep passion for his work with a genuine gift for educating and connecting with clients. His credentials speak for themselves, but what really sets him apart is how that knowledge translates into the way he serves the people he works with. Bringing someone of his caliber and experience to our team is a major step as we continue to grow our firm.”

A native of Augusta, Georgia, Nelson resides in the historic Grant Park neighborhood of Atlanta with his wife, Norris. They have two children in college, Helen and Hollis.