Profile
Gordon Levi Nelson formerly worked at Merrill Lynch & Co., Inc., as Principal in 2002 and Keystone Wealth Advisors LLC, as Portfolio Manager from 2011 to 2023.
Mr. Nelson received his graduate degree from Utah State University.
Former positions of Gordon Levi Nelson
| Companies | Position | End |
|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Chief Executive Officer | 2023-01-31 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 2002-12-30 |
Training of Gordon Levi Nelson
| Utah State University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
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